CA

Continuum Advisory Portfolio holdings

AUM $946M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$5.18M
3 +$4.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M
5
AAPL icon
Apple
AAPL
+$3.17M

Sector Composition

1 Technology 9.3%
2 Financials 5.62%
3 Healthcare 5.54%
4 Consumer Discretionary 3.51%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-6,260
427
-1,130