CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $520M
1-Year Est. Return 12.88%
This Quarter Est. Return
1 Year Est. Return
+12.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$868K
3
+$836K
4
PYPL icon
PayPal
PYPL
+$782K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$492K

Top Sells

1
+$401K
2
+$313K
3
+$290K
4
HD icon
Home Depot
HD
+$256K
5
MSFT icon
Microsoft
MSFT
+$203K

Sector Composition

1 Technology 9.14%
2 Healthcare 7.09%
3 Industrials 5.29%
4 Financials 5.17%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$449K 0.08%
5,580
177
$445K 0.08%
6,050
178
$443K 0.08%
3,080
179
$437K 0.08%
+8,320
180
$436K 0.08%
6,980
181
$433K 0.08%
+13,820
182
$429K 0.08%
7,738
-468
183
$424K 0.08%
1,814
184
$424K 0.08%
10,200
185
$408K 0.08%
+6,900
186
$406K 0.08%
5,900
-880
187
$406K 0.08%
1,152
-50
188
$406K 0.08%
3,850
-250
189
$402K 0.08%
+14,900
190
$210K 0.04%
7,859
+100
191
– –
-5,400
4 5 6 7
8