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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.4M
3
+$3.2M
4
EG icon
Everest Group
EG
+$3.1M
5
ACGL icon
Arch Capital
ACGL
+$2.82M

Top Sells

1
+$6.15M
2
+$4.3M
3
+$3.94M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.18M

Sector Composition

1 Technology 10.34%
2 Financials 5.42%
3 Healthcare 4.66%
4 Industrials 4.51%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$92.5K 0.01%
+1,959
502
$91.9K 0.01%
908
-2,631
503
$91.1K 0.01%
+682
504
$91K 0.01%
+642
505
$90.8K 0.01%
+304
506
$90.1K 0.01%
+764
507
$89.9K 0.01%
+4,607
508
$89.8K 0.01%
+1,377
509
$89.7K 0.01%
+541
510
$89.3K 0.01%
+5,687
511
$87.4K 0.01%
+943
512
$86.8K 0.01%
+3,126
513
$86.6K 0.01%
+1,124
514
$85.5K 0.01%
+1,258
515
$85.4K 0.01%
+3,142
516
$85K 0.01%
+1,041
517
$84.7K 0.01%
+890
518
$84.6K 0.01%
+1,525
519
$84.4K 0.01%
+1,251
520
$83.4K 0.01%
+2,534
521
$83.2K 0.01%
+3,219
522
$83K 0.01%
+2,728
523
$81.7K 0.01%
+312
524
$80.6K 0.01%
+1,979
525
$80K 0.01%
+2,426
19 20
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