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
551
$87.9K 0.01%
2,535
+75
552
$87.8K 0.01%
857
-5
553
$87.5K 0.01%
221
-2
554
$86.6K 0.01%
942
+81
555
$86.2K 0.01%
1,975
556
$85.9K 0.01%
5,384
-347
557
$85.8K 0.01%
1,432
+483
558
$85.8K 0.01%
324
+265
559
$84.7K 0.01%
1,591
+193
560
$84.7K 0.01%
330
+303
561
$84K 0.01%
599
-135
562
$82.6K 0.01%
2,842
-944
563
$80.4K 0.01%
944
+417
564
$79.4K 0.01%
+1,958
565
$79.4K 0.01%
552
-40
566
$78.9K 0.01%
650
567
$78.8K 0.01%
159
+156
568
$78.7K 0.01%
14,852
569
$78.1K 0.01%
892
+18
570
$78K 0.01%
1,199
+70
571
$78K 0.01%
774
-14
572
$76.8K 0.01%
791
-250
573
$76.5K 0.01%
1,778
+1,549
574
$75.9K 0.01%
15,250
-5,200
575
$75.4K 0.01%
3,525
+28
21 22
23
24 25