CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$468K
2 +$462K
3 +$455K
4
EMR icon
Emerson Electric
EMR
+$448K
5
ETN icon
Eaton
ETN
+$404K

Top Sells

1 +$4.46M
2 +$4.4M
3 +$4.32M
4
UNH icon
UnitedHealth
UNH
+$1.07M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.05M

Sector Composition

1 Technology 8.58%
2 Healthcare 8.24%
3 Consumer Staples 5.71%
4 Industrials 5.47%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-20,700
177
-207,934