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
$694M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.74M
3
+$2.49M
4
PGR icon
Progressive
PGR
+$2.32M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Top Sells

1
+$3.36M
2
+$2.56M
3
+$2.53M
4
CVS icon
CVS Health
CVS
+$2.38M
5
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$781K

Sector Composition

1 Technology 11.45%
2 Financials 5.58%
3 Industrials 4.61%
4 Healthcare 3.78%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$40.4K 0.01%
2,840
652
$39.6K 0.01%
1,115
-741
653
$39.3K 0.01%
52
654
$39.2K 0.01%
1,546
+61
655
$39K 0.01%
1,176
656
$39K 0.01%
1,158
657
$38.9K 0.01%
190
658
$38.6K 0.01%
150
+38
659
$38.2K 0.01%
394
+125
660
$37.8K 0.01%
111
-7
661
$37.3K 0.01%
744
+132
662
$37.3K 0.01%
18,719
663
$37.1K 0.01%
576
664
$36.9K 0.01%
636
665
$36.8K 0.01%
468
+7
666
$36.6K 0.01%
755
667
$36.4K 0.01%
378
668
$36.3K 0.01%
861
+144
669
$36.2K 0.01%
1,079
-26
670
$35.9K 0.01%
1,545
-149
671
$35.7K 0.01%
1,000
672
$35.3K 0.01%
773
673
$35.3K 0.01%
1,116
674
$35.2K 0.01%
39
675
$35.1K 0.01%
1,225
25 26
27
28 29