CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
+1.83%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$389M
AUM Growth
+$389M
(+2.3%)
Cap. Flow
+$4.26M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
31.65%
Holding
181
New
7
Increased
40
Reduced
64
Closed
10
Top Buys
Top Sells
1 |
Schwab International Small-Cap Equity ETF
SCHC
|
$2.26M |
2 |
Gilead Sciences
GILD
|
$1.1M |
3 |
National Grid
NGG
|
$809K |
4 |
Trade Desk
TTD
|
$508K |
5 |
BPT
BP Prudhoe Bay Royalty Trust
BPT
|
$466K |
Sector Composition
1 | Technology | 8.15% |
2 | Healthcare | 7.02% |
3 | Industrials | 6.08% |
4 | Financials | 5.61% |
5 | Consumer Staples | 5.06% |