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
$430M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$178K
3
+$148K
4
MRK icon
Merck
MRK
+$141K
5
MMM icon
3M
MMM
+$126K

Top Sells

1
+$7.45M
2
+$2.99M
3
+$2.84M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.45M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.89M

Sector Composition

1 Technology 9.01%
2 Healthcare 7.93%
3 Consumer Staples 5.27%
4 Industrials 4.79%
5 Financials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
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