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
701
$45.8K 0.01%
286
+62
702
$45.8K 0.01%
825
-282
703
$45.7K 0.01%
2,459
+63
704
$45.6K 0.01%
1,332
+602
705
$45.4K 0.01%
215
-222
706
$45.3K 0.01%
543
-15
707
$44.7K 0.01%
2,798
708
$44.5K 0.01%
1,093
-213
709
$44.5K 0.01%
1,755
+252
710
$44.5K 0.01%
1,230
711
$44.5K 0.01%
574
-52
712
$44.4K 0.01%
3,072
713
$44.3K 0.01%
2,350
-1,175
714
$43.9K 0.01%
1,824
715
$43.8K 0.01%
939
716
$43.7K 0.01%
+1,632
717
$43.6K 0.01%
927
-22
718
$43.4K 0.01%
33,407
719
$43K 0.01%
397
+127
720
$42.8K 0.01%
1,116
-45
721
$42.8K 0.01%
635
-513
722
$42.5K 0.01%
623
723
$42.5K 0.01%
+843
724
$42.5K 0.01%
2,525
+1,945
725
$42.3K 0.01%
121
+16
27 28
29
30 31