CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$523M
1-Year Est. Return
16.93%
This Fund
S&P 500
1 Year Est. Return
+16.93%
AUM
$523M
AUM Growth
-$23.9K
(-0%)
Holding
211
Top Buys
| 1 | +$1.16M | |
| 2 | +$835K | |
| 3 | +$773K | |
| 4 |
IBMT
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
|
+$600K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$554K |
Top Sells
| 1 | +$841K | |
| 2 | +$557K | |
| 3 | +$542K | |
| 4 |
Accenture
ACN
|
+$501K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$478K |
Sector Composition
| 1 | Technology | 10.47% |
| 2 | Industrials | 5.69% |
| 3 | Healthcare | 5.49% |
| 4 | Financials | 5.48% |
| 5 | Consumer Discretionary | 4.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
Accenture
ACN
$121B
| – | – |
-1,868
|
|
||
202
Chewy
CHWY
$11.5B
| – | – |
-12,320
|
|
||
203
iShares Intermediate Government/Credit Bond ETF
GVI
$3.85B
| – | – |
-5,050
|
|
||
204
Quantum-Si Incorporated
QSI
$232M
| – | – |
-24,000
|
|
||
205
ALPS Smith Core Plus Bond ETF
SMTH
$2.62B
| – | – |
-21,366
|
|
||
206
T. Rowe Price
TROW
$21.1B
| – | – |
-3,950
|
|
||
207
Tesla
TSLA
$1.5T
| – | – |
-902
|
|
||
208
Vanguard Extended Market ETF
VXF
$28.2B
| – | – |
-4,020
|
|