CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$520M
1-Year Est. Return
12.88%
1 Year Est. Return
+12.88%
AUM
$487M
AUM Growth
+$13M
(+2.7%)
Holding
208
Top Buys
| 1 | +$1.12M | |
| 2 | +$848K | |
| 3 | +$706K | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$583K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$566K |
Top Sells
| 1 | +$7.88M | |
| 2 | +$712K | |
| 3 | +$679K | |
| 4 |
UnitedHealth
UNH
|
+$610K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$557K |
Sector Composition
| 1 | Technology | 12.08% |
| 2 | Industrials | 6.26% |
| 3 | Financials | 6.11% |
| 4 | Healthcare | 5.61% |
| 5 | Consumer Discretionary | 5.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
UnitedHealth
UNH
$294B
| – | – |
-1,164
|
|
||
202
Zimmer Biomet
ZBH
$17.7B
| – | – |
-4,266
|
|
||
203
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.36B
| – | – |
-24,280
|
|