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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$52.1K 0.01%
1,016
+154
652
$51.5K 0.01%
1,473
-80
653
$51.3K 0.01%
174
654
$51.2K 0.01%
531
655
$51.2K 0.01%
1,742
-300
656
$50.9K 0.01%
534
+34
657
$50.8K 0.01%
311
+126
658
$50.3K 0.01%
1,051
-43
659
$50.2K 0.01%
1,316
+79
660
$50K 0.01%
1,599
+374
661
$49.9K 0.01%
640
+190
662
$49.8K 0.01%
726
-525
663
$49.7K 0.01%
1,610
+49
664
$49.7K 0.01%
1,065
+292
665
$49.2K 0.01%
2,117
+2,080
666
$48.9K 0.01%
408
+1
667
$48.5K 0.01%
1,532
+450
668
$48.5K 0.01%
800
-100
669
$48.2K 0.01%
1,357
+748
670
$47.3K 0.01%
205
-192
671
$46.4K 0.01%
1,125
+1,070
672
$45.3K 0.01%
2,139
+1,956
673
$45.1K 0.01%
580
-53,510
674
$44.9K 0.01%
190
675
$44.8K 0.01%
879
+247
25 26
27
28 29