CA

Continental Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.04M
3
+$3.04M
4
LH icon
Labcorp
LH
+$2.83M
5
WU icon
Western Union
WU
+$2.42M

Top Sells

1
+$3.6M
2
+$2.99M
3
+$1.86M
4
PMC
PharMerica Corporation
PMC
+$1.75M
5
FHI icon
Federated Hermes
FHI
+$1.56M

Sector Composition

1 Financials 42.55%
2 Healthcare 28.71%
3 Consumer Discretionary 5.99%
4 Real Estate 5.15%
5 Industrials 1.65%
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