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
$566M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$1.27M
3 +$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$601K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$572K

Top Sells

1 +$969K
2 +$825K
3 +$673K
4
VMW
VMware, Inc
VMW
+$422K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$365K

Sector Composition

1 Technology 9.8%
2 Healthcare 7.38%
3 Financials 5.07%
4 Industrials 4.96%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,840