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
676
$50.8K 0.01%
607
+29
677
$50.2K 0.01%
+1,949
678
$50.1K 0.01%
1,434
679
$49.7K 0.01%
1,094
+152
680
$49.5K 0.01%
286
-204
681
$49.1K 0.01%
190
-40
682
$49K 0.01%
1,065
683
$48.9K 0.01%
4,753
+2,870
684
$48.9K 0.01%
528
+154
685
$48.8K 0.01%
354
-19
686
$48.6K 0.01%
161
+60
687
$48K 0.01%
3,284
+42
688
$47.8K 0.01%
413
+2
689
$47.4K 0.01%
726
-46
690
$47.3K 0.01%
3,008
691
$47.3K 0.01%
643
-22
692
$47.3K 0.01%
2,432
+1,315
693
$47.3K 0.01%
280
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694
$47K 0.01%
6,667
695
$46.9K 0.01%
838
696
$46.9K 0.01%
1,954
+1,864
697
$46.8K 0.01%
24
-13
698
$46.7K 0.01%
854
-312
699
$46.5K 0.01%
313
+2
700
$46K 0.01%
1,852
+1,794
26 27
28
29 30