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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$3.41M
3 +$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1 +$6.12M
2 +$4.28M
3 +$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

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
726
$27K ﹤0.01%
+587
727
$26.8K ﹤0.01%
+607
728
$26.6K ﹤0.01%
+753
729
$26.5K ﹤0.01%
14,738
730
$26.4K ﹤0.01%
+289
731
$26.4K ﹤0.01%
535
-9,266
732
$26.3K ﹤0.01%
+250
733
$26.1K ﹤0.01%
+1,610
734
$25.9K ﹤0.01%
+1,501
735
$25.9K ﹤0.01%
+156
736
$25.9K ﹤0.01%
+339
737
$25.8K ﹤0.01%
+586
738
$25.8K ﹤0.01%
+1,519
739
$25.3K ﹤0.01%
+447
740
$25.3K ﹤0.01%
+269
741
$25.1K ﹤0.01%
337
-21,580
742
$24.7K ﹤0.01%
+262
743
$24.7K ﹤0.01%
+1,433
744
$24.3K ﹤0.01%
+1,225
745
$24.3K ﹤0.01%
+930
746
$24.2K ﹤0.01%
+231
747
$24.1K ﹤0.01%
+1,618
748
$24.1K ﹤0.01%
+306
749
$23.8K ﹤0.01%
+972
750
$23.5K ﹤0.01%
+174