CA

Continuum Advisory Portfolio holdings

AUM $999M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.33M
3
+$4.1M
4
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.88M

Top Sells

1
+$5.87M
2
+$1.72M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$1.53M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.01M

Sector Composition

1 Technology 10.49%
2 Financials 6.16%
3 Healthcare 4.96%
4 Consumer Discretionary 3.51%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
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