CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
-0.94%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$530M
AUM Growth
+$530M
(-0.36%)
Cap. Flow
+$4.84M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
30.88%
Holding
201
New
5
Increased
74
Reduced
56
Closed
2
Top Buys
| 1 |
Chewy
CHWY
|
$1.48M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$875K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$776K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$710K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$464K |
Top Sells
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.38M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$693K |
| 3 |
Constellation Brands
STZ
|
$424K |
| 4 |
Deere & Co
DE
|
$406K |
| 5 |
Apple
AAPL
|
$376K |
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Healthcare | 6.95% |
| 3 | Financials | 5.23% |
| 4 | Industrials | 4.91% |
| 5 | Consumer Discretionary | 4.64% |
