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
$237M
AUM Growth
-$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.07M
3
+$2.02M
4
HRB icon
H&R Block
HRB
+$1.32M
5
PRGO icon
Perrigo
PRGO
+$907K

Top Sells

1
+$4.03M
2
+$3.69M
3
+$3.63M
4
DFS
Discover Financial Services
DFS
+$3.24M
5
JPM icon
JPMorgan Chase
JPM
+$2.98M

Sector Composition

1 Financials 48.68%
2 Healthcare 31.02%
3 Consumer Discretionary 3.27%
4 Consumer Staples 2.24%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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