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

Top Buys

1
+$11.3M
2
+$3.41M
3
+$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1
+$6.12M
2
+$4.28M
3
+$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

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
551
$68.3K 0.01%
+1,541
552
$67.2K 0.01%
+740
553
$65.7K 0.01%
+1,856
554
$65.7K 0.01%
+3,008
555
$65.6K 0.01%
+281
556
$65.6K 0.01%
356
-1,899
557
$65.3K 0.01%
+1,445
558
$65.3K 0.01%
+862
559
$65.2K 0.01%
+1,134
560
$64.8K 0.01%
+1,387
561
$64.7K 0.01%
+862
562
$64.6K 0.01%
+2,037
563
$64.6K 0.01%
+837
564
$63.7K 0.01%
+1,109
565
$63.1K 0.01%
+722
566
$62.2K 0.01%
+950
567
$62.1K 0.01%
+550
568
$61.9K 0.01%
209
-2,069
569
$61.5K 0.01%
+2,127
570
$61.4K 0.01%
+626
571
$61.1K 0.01%
+1,123
572
$60.4K 0.01%
+647
573
$60K 0.01%
+7,250
574
$59.6K 0.01%
+1,069
575
$59.3K 0.01%
+361
21 22
23
24 25