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Home > Institutional Investor > Curbstone Financial Management Corp > Profile

Instuitional Investor - Curbstone Financial Management Corp

Fund Profile
Filing Period:
Fund Name: Curbstone Financial Management Corp
Portfolio Value $440,563,037
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 240,984 $18,644,932 4.23%
2.
Spdr Inv't Grade Floating Rate
 588,112 $17,990,346 4.08%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 30,562 $15,506,622 3.51%
4.
Schwab Strategic Trust
 FNDF 391,579 $14,472,746 3.28%
5.
Apple Inc.
 AAPL 73,280 $14,108,584 3.2%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)