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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.41M
3
+$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1
+$6.12M
2
+$4.28M
3
+$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 10.34%
2 Financials 5.42%
3 Healthcare 4.66%
4 Industrials 4.51%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$49.8K 0.01%
+1,934
602
$49.5K 0.01%
+315
603
$49.4K 0.01%
+956
604
$49.1K 0.01%
+500
605
$48.9K 0.01%
+830
606
$48.8K 0.01%
+2,366
607
$48.6K 0.01%
910
-7,860
608
$48.1K 0.01%
+280
609
$47.4K 0.01%
+1,522
610
$47.3K 0.01%
538
-4,630
611
$47.2K 0.01%
+8,209
612
$47.1K 0.01%
+1,230
613
$46.1K 0.01%
+1,569
614
$46.1K 0.01%
+1,627
615
$45.9K 0.01%
+1,000
616
$45.5K 0.01%
+1,066
617
$45.4K 0.01%
+1,553
618
$45.2K 0.01%
+6,832
619
$44.9K 0.01%
+606
620
$44.7K 0.01%
+405
621
$44.7K 0.01%
474
-20,408
622
$44.4K 0.01%
+900
623
$44.2K 0.01%
+862
624
$43.6K 0.01%
+623
625
$43.4K 0.01%
+1,209
23 24
25
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