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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$98.3K 0.01%
428
+71
527
$96.6K 0.01%
390
+98
528
$96.6K 0.01%
1,193
529
$96.2K 0.01%
1,408
-48
530
$95.7K 0.01%
926
-109
531
$95K 0.01%
4,671
+64
532
$94.2K 0.01%
572
+6
533
$94.1K 0.01%
749
-18
534
$93.2K 0.01%
311
-1
535
$93.1K 0.01%
256
+6
536
$92.8K 0.01%
984
+41
537
$92.6K 0.01%
3,837
538
$92.5K 0.01%
1,141
+53
539
$91.2K 0.01%
659
+613
540
$91K 0.01%
+1,857
541
$90.9K 0.01%
3,268
+49
542
$90.6K 0.01%
1,576
543
$90.4K 0.01%
9,954
-1,026
544
$90.2K 0.01%
2,081
-4,153
545
$90.2K 0.01%
1,675
-76
546
$89.1K 0.01%
489
-46
547
$88.8K 0.01%
24,010
+19,375
548
$88.7K 0.01%
+608
549
$88.6K 0.01%
4,797
-85
550
$88.1K 0.01%
1,506
+423
20 21
22
23 24