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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$406K 0.1%
+9,600
177
– –
-10,480
178
– –
-5,800
179
– –
-4,982
180
– –
-4,600
4 5 6 7
8