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
$404M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$759K
3
+$512K
4
TYL icon
Tyler Technologies
TYL
+$417K
5
OLED icon
Universal Display
OLED
+$410K

Top Sells

1
+$616K
2
+$517K
3
+$459K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$433K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$415K

Sector Composition

1 Technology 10.38%
2 Healthcare 7.67%
3 Industrials 5.86%
4 Consumer Staples 4.98%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$409K 0.1%
+4,232
177
$403K 0.1%
12,820
178
$16.2K ﹤0.01%
+2,065
179
– –
-1,566
180
– –
-14,780
181
– –
-12,078
4 5 6 7
8