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
701
$32.3K ﹤0.01%
234
-40
702
$32.2K ﹤0.01%
366
703
$32.1K ﹤0.01%
222
-19
704
$32K ﹤0.01%
1,082
-109
705
$31.8K ﹤0.01%
6,551
+4,967
706
$31.8K ﹤0.01%
490
707
$31.7K ﹤0.01%
211
708
$31.3K ﹤0.01%
660
+1
709
$31K ﹤0.01%
1,523
710
$30.7K ﹤0.01%
348
711
$30.6K ﹤0.01%
2,300
712
$30.6K ﹤0.01%
611
713
$30K ﹤0.01%
500
-6
714
$29.9K ﹤0.01%
110
+75
715
$29.9K ﹤0.01%
2,791
-395
716
$29.8K ﹤0.01%
700
717
$29.7K ﹤0.01%
780
+285
718
$29.7K ﹤0.01%
2,453
+1,020
719
$29.6K ﹤0.01%
261
+4
720
$29.2K ﹤0.01%
98
+1
721
$29K ﹤0.01%
710
+5
722
$28.8K ﹤0.01%
1,000
723
$28.8K ﹤0.01%
185
724
$28.7K ﹤0.01%
+5,495
725
$28.7K ﹤0.01%
574
27 28
29
30 31