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
$694M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.74M
3
+$2.49M
4
PGR icon
Progressive
PGR
+$2.32M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Top Sells

1
+$3.36M
2
+$2.56M
3
+$2.53M
4
CVS icon
CVS Health
CVS
+$2.38M
5
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$781K

Sector Composition

1 Technology 11.45%
2 Financials 5.58%
3 Industrials 4.61%
4 Healthcare 3.78%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$73.5K 0.01%
1,200
552
$73.2K 0.01%
1,749
+1,350
553
$73.2K 0.01%
3,497
-6
554
$72.8K 0.01%
1,216
+593
555
$71.5K 0.01%
3,525
556
$70.5K 0.01%
650
557
$69.5K 0.01%
292
+11
558
$69.3K 0.01%
2,575
559
$69.2K 0.01%
250
560
$68.2K 0.01%
1,012
+199
561
$67.7K 0.01%
233
+24
562
$67.3K 0.01%
874
+268
563
$67.3K 0.01%
862
564
$66.9K 0.01%
724
+2
565
$66.5K 0.01%
2,012
-25
566
$66.5K 0.01%
557
+104
567
$65.7K 0.01%
1,445
568
$65.3K 0.01%
357
+14
569
$65.3K 0.01%
429
-2,063
570
$65.1K 0.01%
3,480
+630
571
$64.9K 0.01%
909
-27
572
$64.8K 0.01%
893
573
$64.2K 0.01%
839
+2
574
$63.9K 0.01%
1,387
575
$63.2K 0.01%
1,177
+71
21 22
23
24 25