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
$441M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$702K
3
+$607K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$502K
5
GRMN icon
Garmin
GRMN
+$467K

Top Sells

1
+$3.42M
2
+$606K
3
+$556K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$555K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$504K

Sector Composition

1 Technology 11.32%
2 Healthcare 7.35%
3 Industrials 6.38%
4 Financials 5.2%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$443K 0.1%
2,560
177
$429K 0.1%
+12,078
178
$421K 0.1%
+11,480
179
$421K 0.1%
+2,574
180
$419K 0.1%
+2,900
181
$418K 0.09%
12,720
-100
182
$413K 0.09%
4,094
183
$412K 0.09%
4,232
184
$402K 0.09%
20,300
-6,450
185
$402K 0.09%
+3,700
186
– –
-160,908
187
– –
-23,750
188
– –
-2,065
4 5 6 7
8