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
$780M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,990
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.27M
3
+$742K
4
BLK icon
Blackrock
BLK
+$671K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$633K

Top Sells

1
+$13M
2
+$2.83M
3
+$2.67M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.68M
5
MUB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$58.3K 0.01%
+2,109
627
$57.6K 0.01%
1,012
-2
628
$57.6K 0.01%
1,244
+23
629
$57.1K 0.01%
665
+2
630
$56.3K 0.01%
887
631
$56.1K 0.01%
1,500
632
$56K 0.01%
975
-27
633
$55.5K 0.01%
1,470
+345
634
$55.4K 0.01%
430
-49
635
$55.3K 0.01%
1,275
+351
636
$54.9K 0.01%
1,434
637
$54.9K 0.01%
765
+214
638
$54.9K 0.01%
1,155
+6
639
$54.8K 0.01%
503
+23
640
$54.7K 0.01%
639
641
$54.3K 0.01%
558
+550
642
$54.1K 0.01%
246
+244
643
$53.7K 0.01%
511
644
$53.7K 0.01%
787
645
$53.6K 0.01%
739
646
$53.4K 0.01%
1,107
+56
647
$53K 0.01%
401
-52
648
$52.8K 0.01%
308
+82
649
$52.8K 0.01%
3,242
-1,555
650
$52.7K 0.01%
2,117
24 25
26
27 28