CA
Continuum Advisory Portfolio holdings
AUM
$831M
1-Year Return
15.41%
This Quarter Return
+0.44%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$780M
AUM Growth
-$3.2M
(-0.41%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
26.03%
Holding
1,990
New
74
Increased
558
Reduced
408
Closed
133
Top Buys
| 1 |
Walmart
WMT
|
+$2.29M |
| 2 |
Capital Group Core Bond ETF
CGCB
|
+$2.27M |
| 3 |
Amazon
AMZN
|
+$742K |
| 4 |
Blackrock
BLK
|
+$671K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$633K |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$13M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$2.83M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$2.67M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.68M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$993K |
Sector Composition
| 1 | Technology | 11.83% |
| 2 | Financials | 6.11% |
| 3 | Industrials | 4.51% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Healthcare | 3.45% |
