CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
-4.28%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$542M
AUM Growth
+$542M
(-4.2%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
30.27%
Holding
212
New
7
Increased
79
Reduced
49
Closed
10
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.63M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.73M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$4.01M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.36M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.15M |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$547K |
| 2 |
Eaton
ETN
|
$446K |
| 3 |
Qualcomm
QCOM
|
$445K |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$442K |
| 5 |
Gilead Sciences
GILD
|
$439K |
Sector Composition
| 1 | Technology | 9.61% |
| 2 | Healthcare | 7.29% |
| 3 | Financials | 4.97% |
| 4 | Consumer Staples | 4.89% |
| 5 | Industrials | 4.83% |
