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
576
$63.2K 0.01%
595
+45
577
$63.1K 0.01%
1,090
-44
578
$62.9K 0.01%
2,126
+557
579
$62.8K 0.01%
2,135
+8
580
$62.3K 0.01%
401
+86
581
$61.3K 0.01%
1,414
-127
582
$60.8K 0.01%
312
-44
583
$60.6K 0.01%
3,008
584
$59.7K 0.01%
1,100
-20
585
$59.5K 0.01%
949
-1
586
$59.2K 0.01%
1,026
+810
587
$58.8K 0.01%
598
-28
588
$58.2K 0.01%
2,042
589
$58K 0.01%
1,657
+448
590
$57.3K 0.01%
208
591
$57.3K 0.01%
1,055
592
$56.6K 0.01%
1,069
593
$56.2K 0.01%
959
+6
594
$55.9K 0.01%
625
595
$55.9K 0.01%
1,166
596
$55.2K 0.01%
739
597
$55.1K 0.01%
602
598
$54.5K 0.01%
6,750
-500
599
$53.8K 0.01%
280
600
$53.6K 0.01%
1,322
-50
22 23
24
25 26