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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$86.1K 0.01%
2,536
+1
552
$85.5K 0.01%
+1,872
553
$84.4K 0.01%
770
-10,606
554
$84K 0.01%
1,153
-231
555
$83.6K 0.01%
1,665
-16
556
$83K 0.01%
3,301
557
$81.5K 0.01%
+3,441
558
$81.1K 0.01%
857
559
$79.8K 0.01%
221
560
$79.8K 0.01%
996
+52
561
$79.7K 0.01%
1,675
562
$79.7K 0.01%
3,837
563
$79.6K 0.01%
6,394
-81
564
$78.8K 0.01%
1,164
-22
565
$78.3K 0.01%
776
-137
566
$78.2K 0.01%
306
-4
567
$78K 0.01%
2,531
+8
568
$77.8K 0.01%
608
+8
569
$77.4K 0.01%
247
-7
570
$77K 0.01%
528
-233
571
$76.6K 0.01%
945
-631
572
$76.5K 0.01%
937
+477
573
$76.5K 0.01%
207
+124
574
$76.4K 0.01%
1,051
+146
575
$76.3K 0.01%
1,281
-52
21 22
23
24 25