CA
Continuum Advisory Portfolio holdings
AUM
$831M
1-Year Return
15.41%
This Quarter Return
-11.88%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$549M
AUM Growth
+$22.4M
(+4.3%)
Cap. Flow
+$51.3M
Cap. Flow
% of AUM
9.35%
Top 10 Holdings %
Top 10 Hldgs %
21.56%
Holding
422
New
48
Increased
203
Reduced
127
Closed
21
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$3.64M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.81M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.21M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.07M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$951K |
Sector Composition
| 1 | Technology | 9.52% |
| 2 | Financials | 6.56% |
| 3 | Healthcare | 5.7% |
| 4 | Communication Services | 3.78% |
| 5 | Consumer Discretionary | 3.55% |
