CA

Continental Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.35M
3
+$1.73M
4
MCHB
Mechanics Bancorp
MCHB
+$1.69M
5
NUAN
Nuance Communications, Inc.
NUAN
+$1.58M

Top Sells

1
+$8M
2
+$3.53M
3
+$2.67M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.43M
5
WBA
Walgreens Boots Alliance
WBA
+$2.26M

Sector Composition

1 Financials 44.41%
2 Healthcare 30.25%
3 Consumer Discretionary 5.25%
4 Real Estate 1.85%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
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