CA

Continuum Advisory Portfolio holdings

AUM $999M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
+$10.1M
2
+$3.4M
3
+$3.2M
4
EG icon
Everest Group
EG
+$3.1M
5
ACGL icon
Arch Capital
ACGL
+$2.82M

Top Sells

1
+$6.15M
2
+$4.3M
3
+$3.94M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.18M

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
676
$33.8K 0.01%
+772
677
$33.5K 0.01%
+659
678
$33.5K 0.01%
+2,358
679
$33.4K 0.01%
+611
680
$33.1K 0.01%
+315
681
$32.9K ﹤0.01%
+257
682
$32.9K ﹤0.01%
+450
683
$32.8K ﹤0.01%
+4,200
684
$32.6K ﹤0.01%
+318
685
$32.4K ﹤0.01%
+366
686
$32.3K ﹤0.01%
+2,000
687
$32.1K ﹤0.01%
+986
688
$32.1K ﹤0.01%
+2,300
689
$31.9K ﹤0.01%
+183
690
$31.8K ﹤0.01%
+429
691
$31.7K ﹤0.01%
+332
692
$31.7K ﹤0.01%
+717
693
$31.7K ﹤0.01%
+111
694
$31.6K ﹤0.01%
+574
695
$31.4K ﹤0.01%
+490
696
$31.4K ﹤0.01%
+1,485
697
$31.3K ﹤0.01%
+348
698
$31.3K ﹤0.01%
+1,523
699
$31.2K ﹤0.01%
+362
700
$31.1K ﹤0.01%
+97
26 27
28
29 30