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
601
$53.5K 0.01%
+787
602
$53.4K 0.01%
971
+61
603
$53.1K 0.01%
1,094
+25
604
$52.2K 0.01%
233
+220
605
$52.1K 0.01%
691
+44
606
$51.8K 0.01%
407
+6
607
$51.6K 0.01%
447
608
$51.5K 0.01%
1,934
609
$51.4K 0.01%
347
-14
610
$51K 0.01%
8,209
611
$50.8K 0.01%
210
612
$49.8K 0.01%
1,000
613
$48.7K 0.01%
578
+149
614
$48.3K 0.01%
1,553
615
$48K 0.01%
956
616
$47.3K 0.01%
830
617
$47.2K 0.01%
876
618
$46.9K 0.01%
1,627
619
$46.9K 0.01%
6,832
620
$46.5K 0.01%
2,366
621
$46K 0.01%
531
-7
622
$45.9K 0.01%
900
623
$45.8K 0.01%
407
+2
624
$45.5K 0.01%
630
-76
625
$45.1K 0.01%
174
23 24
25
26 27