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
601
$65.2K 0.01%
760
+563
602
$65K 0.01%
1,518
-613
603
$65K 0.01%
1,976
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$64.2K 0.01%
224
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$64K 0.01%
2,152
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606
$63.9K 0.01%
1,844
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607
$63.8K 0.01%
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$63.4K 0.01%
453
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609
$63.4K 0.01%
387
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610
$63K 0.01%
8,146
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611
$62.7K 0.01%
127
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612
$62.6K 0.01%
479
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613
$62.3K 0.01%
+2,251
614
$62.2K 0.01%
1,166
615
$62.2K 0.01%
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616
$62.1K 0.01%
480
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252
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663
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619
$60.6K 0.01%
639
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620
$60K 0.01%
1,221
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621
$59.5K 0.01%
211
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622
$59K 0.01%
1,002
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623
$58.4K 0.01%
328
-101
624
$58.4K 0.01%
280
625
$58.4K 0.01%
3,008
23 24
25
26 27