CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
-10.13%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$430M
AUM Growth
+$430M
(-21%)
Cap. Flow
-$50M
Cap. Flow
% of AUM
-11.64%
Top 10 Holdings %
Top 10 Hldgs %
30.47%
Holding
203
New
1
Increased
29
Reduced
103
Closed
23
Top Buys
| 1 |
Amazon
AMZN
|
$3.94M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$852K |
| 3 |
Automatic Data Processing
ADP
|
$178K |
| 4 |
Fastenal
FAST
|
$148K |
| 5 |
Merck
MRK
|
$141K |
Top Sells
Sector Composition
| 1 | Technology | 9.01% |
| 2 | Healthcare | 7.93% |
| 3 | Consumer Staples | 5.27% |
| 4 | Industrials | 4.79% |
| 5 | Financials | 4.5% |
