CA

Continuum Advisory Portfolio holdings

AUM $999M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
+$10.1M
2
+$3.4M
3
+$3.2M
4
EG icon
Everest Group
EG
+$3.1M
5
ACGL icon
Arch Capital
ACGL
+$2.82M

Top Sells

1
+$6.15M
2
+$4.3M
3
+$3.94M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.18M

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
751
$23.4K ﹤0.01%
+640
752
$23.3K ﹤0.01%
+446
753
$23.3K ﹤0.01%
+634
754
$23K ﹤0.01%
+5,174
755
$22.9K ﹤0.01%
+752
756
$22.4K ﹤0.01%
+494
757
$22.4K ﹤0.01%
366
-21,533
758
$22K ﹤0.01%
+132
759
$21.9K ﹤0.01%
+1,340
760
$21.9K ﹤0.01%
165
-2,011
761
$21.8K ﹤0.01%
+560
762
$21.7K ﹤0.01%
+108
763
$21.4K ﹤0.01%
+780
764
$21.3K ﹤0.01%
+1,254
765
$21K ﹤0.01%
+319
766
$20.9K ﹤0.01%
+277
767
$20.8K ﹤0.01%
+648
768
$20.6K ﹤0.01%
+153
769
$20.6K ﹤0.01%
+1,000
770
$20.3K ﹤0.01%
+571
771
$20.1K ﹤0.01%
+129
772
$20.1K ﹤0.01%
+135
773
$20.1K ﹤0.01%
+352
774
$20K ﹤0.01%
245
-2,555
775
$19.9K ﹤0.01%
+141
29 30
31
32 33