CA

Continuum Advisory Portfolio holdings

AUM $1.04B
1-Year Est. Return 21.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5M
3
+$4.07M
4
AAPL icon
Apple
AAPL
+$3.56M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.76M

Top Sells

1
+$4.49M
2
+$895K
3
+$769K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$448K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$363K

Sector Composition

1 Technology 12.33%
2 Financials 4.07%
3 Healthcare 3.97%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
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