CA
Continuum Advisory Portfolio holdings
AUM
$946M
1-Year Est. Return
18.18%
1 Year Est. Return
+18.18%
AUM
$946M
AUM Growth
+$115M
(+14%)
Holding
460
Top Buys
| 1 | +$10M | |
| 2 | +$7.37M | |
| 3 | +$4.52M | |
| 4 |
Janus Henderson B-BBB CLO ETF
JBBB
|
+$4.13M |
| 5 |
Simplify MBS ETF
MTBA
|
+$4.12M |
Top Sells
| 1 | +$3.95M | |
| 2 | +$3.2M | |
| 3 | +$2.64M | |
| 4 |
Iris Energy
IREN
|
+$2.36M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$2.01M |
Sector Composition
| 1 | Technology | 12.81% |
| 2 | Healthcare | 4.67% |
| 3 | Financials | 4.6% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Communication Services | 2.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| – | – |
-5,044
|
|
||
452
FS KKR Capital
FSK
$4.23B
| – | – |
-11,436
|
|
||
453
Freeport-McMoran
FCX
$59.9B
| – | – |
-34,049
|
|
||
454
iShares MSCI EAFE Growth ETF
EFG
$11.5B
| – | – |
-2,986
|
|
||
455
Dow Inc
DOW
$17B
| – | – |
-10,049
|
|
||
456
CyberArk
CYBR
$26.3B
| – | – |
-6,483
|
|
||
457
ConocoPhillips
COP
$111B
| – | – |
-2,262
|
|
||
458
Cigna
CI
$65.3B
| – | – |
-11,960
|
|
||
459
Becton Dickinson
BDX
$51.2B
| – | – |
-1,262
|
|
||
460
ASML
ASML
$411B
| – | – |
-275
|
|