CA
Continuum Advisory Portfolio holdings
AUM
$831M
This Quarter Return
+2.98%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+8.9%)
Cap. Flow
+$8.44M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
37.21%
Holding
141
New
14
Increased
44
Reduced
59
Closed
9
Top Buys
| 1 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$5.06M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.48M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.14M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.12M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 5.72% |
| 2 | Industrials | 2.98% |
| 3 | Healthcare | 2.84% |
| 4 | Communication Services | 2.59% |
| 5 | Financials | 2.04% |
