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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$66.6K 0.01%
1,124
602
$66.4K 0.01%
1,173
+62
603
$66.3K 0.01%
2,127
+64
604
$66.2K 0.01%
904
+898
605
$65.6K 0.01%
527
-98
606
$65.4K 0.01%
1,155
-59
607
$65.3K 0.01%
1,353
-3
608
$64.9K 0.01%
1,551
+672
609
$64.9K 0.01%
883
-407
610
$64.7K 0.01%
2,251
611
$64.6K 0.01%
375
+349
612
$64.4K 0.01%
11,574
+6,255
613
$64.3K 0.01%
748
-55
614
$64K 0.01%
1,050
-526
615
$63.9K 0.01%
146
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616
$63.1K 0.01%
+1,614
617
$62.8K 0.01%
22,050
+11,000
618
$62.6K 0.01%
1,401
-543
619
$62.5K 0.01%
656
-871
620
$62.4K 0.01%
2,202
+42
621
$62.2K 0.01%
563
-267
622
$61.5K 0.01%
1,269
+55
623
$61.4K 0.01%
176
-8
624
$61.2K 0.01%
2,301
-4,377
625
$60.2K 0.01%
957
-55
23 24
25
26 27