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
651
$54.2K 0.01%
+162
652
$54.2K 0.01%
787
653
$54K 0.01%
483
-312
654
$53.9K 0.01%
1,332
+16
655
$53.8K 0.01%
+2,396
656
$53.7K 0.01%
750
-15
657
$53.6K 0.01%
377
-11
658
$53.1K 0.01%
552
-38,540
659
$52.9K 0.01%
1,473
660
$52.7K 0.01%
599
+68
661
$52.5K 0.01%
550
-293
662
$52.4K 0.01%
503
+305
663
$52.4K 0.01%
8,599
-48,079
664
$52.2K 0.01%
64
-1
665
$52.1K 0.01%
284
-4
666
$51.9K 0.01%
7,540
+2,620
667
$51.8K 0.01%
+1,427
668
$51.5K 0.01%
240
-6
669
$51.3K 0.01%
1,500
670
$51.2K 0.01%
1,571
-47
671
$51.2K 0.01%
1,016
672
$51K 0.01%
800
673
$51K 0.01%
1,113
-42
674
$50.9K 0.01%
8,146
675
$50.8K 0.01%
4,092
+3,554
25 26
27
28 29