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
$145M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M

Top Sells

1 +$4.7M
2 +$3.63M
3 +$3.49M
4
GS icon
Goldman Sachs
GS
+$3.32M
5
COF icon
Capital One
COF
+$3.25M

Sector Composition

1 Financials 52.92%
2 Healthcare 28.35%
3 Technology 3.4%
4 Industrials 2.88%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-176,338
77
-29,310