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
626
$59.3K 0.01%
1,080
-85
627
$59K 0.01%
171
-3
628
$59K 0.01%
517
+485
629
$58.9K 0.01%
302
-6
630
$58.6K 0.01%
1,260
-37
631
$58.3K 0.01%
739
632
$58.1K 0.01%
557
+373
633
$58K 0.01%
405
-5
634
$57.9K 0.01%
292
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635
$57.7K 0.01%
+678
636
$57.6K 0.01%
560
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637
$57.5K 0.01%
520
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638
$57.1K 0.01%
1,239
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639
$57.1K 0.01%
107
640
$56.9K 0.01%
239
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641
$56.8K 0.01%
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642
$56.2K 0.01%
892
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$56.2K 0.01%
767
+438
644
$55.9K 0.01%
1,826
-183
645
$55.7K 0.01%
478
-80
646
$55.6K 0.01%
+874
647
$55.6K 0.01%
610
648
$54.7K 0.01%
1,444
+693
649
$54.6K 0.01%
2,080
-37
650
$54.5K 0.01%
112
24 25
26
27 28