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
576
$74.8K 0.01%
1,200
+23
577
$74.7K 0.01%
893
578
$74K 0.01%
1,113
+101
579
$73.5K 0.01%
1,000
580
$73.2K 0.01%
1,650
-2,827
581
$73.2K 0.01%
345
+6
582
$73.2K 0.01%
15,030
-4,991
583
$73.2K 0.01%
1,200
584
$72.6K 0.01%
473
+126
585
$69.9K 0.01%
2,295
+169
586
$69.7K 0.01%
762
+368
587
$69.6K 0.01%
2,575
588
$69.2K 0.01%
33,407
+14,688
589
$68.5K 0.01%
625
590
$68.4K 0.01%
3,525
591
$68.1K 0.01%
225
+115
592
$67.7K 0.01%
1,134
+44
593
$67.3K 0.01%
705
+216
594
$67.1K 0.01%
1,069
595
$66.7K 0.01%
1,401
-558
596
$66.4K 0.01%
6,445
+1
597
$66.1K 0.01%
882
-27
598
$65.9K 0.01%
1,115
+15
599
$65.4K 0.01%
267
+262
600
$65.2K 0.01%
1,260
-127
22 23
24
25 26