CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
+4.29%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$532M
AUM Growth
+$532M
(+6.2%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
30.86%
Holding
197
New
11
Increased
59
Reduced
61
Closed
1
Top Buys
| 1 |
WD-40
WDFC
|
$2.47M |
| 2 |
Trade Desk
TTD
|
$892K |
| 3 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
$868K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$836K |
| 5 |
PayPal
PYPL
|
$782K |
Top Sells
| 1 |
Tyson Foods
TSN
|
$401K |
| 2 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$313K |
| 3 |
Apple
AAPL
|
$290K |
| 4 |
Home Depot
HD
|
$256K |
| 5 |
Microsoft
MSFT
|
$203K |
Sector Composition
| 1 | Technology | 9.14% |
| 2 | Healthcare | 7.09% |
| 3 | Industrials | 5.29% |
| 4 | Financials | 5.17% |
| 5 | Consumer Discretionary | 4.57% |
