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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.41M
3
+$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1
+$6.12M
2
+$4.28M
3
+$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 10.34%
2 Financials 5.42%
3 Healthcare 4.66%
4 Industrials 4.51%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$38.5K 0.01%
+190
652
$38.4K 0.01%
+482
653
$38.2K 0.01%
+168
654
$37.9K 0.01%
+241
655
$37.8K 0.01%
+1,118
656
$37.7K 0.01%
+1,105
657
$37.3K 0.01%
+39
658
$36.9K 0.01%
+247
659
$36.7K 0.01%
+636
660
$36.7K 0.01%
+588
661
$36.5K 0.01%
+1,000
662
$36.4K 0.01%
623
-9,153
663
$36.3K 0.01%
+378
664
$36.1K 0.01%
+1,109
665
$36.1K 0.01%
+755
666
$36.1K 0.01%
461
-4,475
667
$36.1K 0.01%
274
-28,766
668
$35.9K 0.01%
+1,225
669
$35.8K 0.01%
+1,116
670
$35.3K 0.01%
+773
671
$34.9K 0.01%
+1,295
672
$34.5K 0.01%
+1,191
673
$34.3K 0.01%
+3,186
674
$34.2K 0.01%
+137
675
$33.9K 0.01%
+94
25 26
27
28 29