CA
Continuum Advisory Portfolio holdings
AUM
$831M
1-Year Return
15.41%
This Quarter Return
-0.27%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$373M
AUM Growth
+$51.5M
(+16%)
Cap. Flow
+$68.5M
Cap. Flow
% of AUM
18.36%
Top 10 Holdings %
Top 10 Hldgs %
27.15%
Holding
306
New
37
Increased
181
Reduced
47
Closed
12
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4.27M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.92M |
| 3 |
Apple
AAPL
|
$3.88M |
| 4 |
Amazon
AMZN
|
$3.78M |
| 5 |
Schwab International Equity ETF
SCHF
|
$3.4M |
Top Sells
Sector Composition
| 1 | Technology | 11.2% |
| 2 | Financials | 4.58% |
| 3 | Healthcare | 4.4% |
| 4 | Communication Services | 3.42% |
| 5 | Consumer Discretionary | 3.38% |
