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
$402M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$433K
2 +$427K
3 +$401K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$190K
5
SBUX icon
Starbucks
SBUX
+$145K

Top Sells

1 +$1.16M
2 +$515K
3 +$466K
4
EL icon
Estee Lauder
EL
+$463K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$438K

Sector Composition

1 Technology 8.94%
2 Healthcare 7.82%
3 Consumer Staples 5.1%
4 Industrials 4.7%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,350