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
776
$19.8K ﹤0.01%
+401
777
$19.8K ﹤0.01%
+495
778
$19.8K ﹤0.01%
+2,138
779
$19.7K ﹤0.01%
+607
780
$19.7K ﹤0.01%
+2,000
781
$19.6K ﹤0.01%
+647
782
$19.5K ﹤0.01%
+51
783
$19.5K ﹤0.01%
+140
784
$19.4K ﹤0.01%
+570
785
$19.4K ﹤0.01%
+263
786
$19.4K ﹤0.01%
+383
787
$19.3K ﹤0.01%
509
-9,441
788
$19.3K ﹤0.01%
+141
789
$19.3K ﹤0.01%
+447
790
$19.1K ﹤0.01%
+106
791
$19.1K ﹤0.01%
+163
792
$18.9K ﹤0.01%
+257
793
$18.9K ﹤0.01%
+484
794
$18.9K ﹤0.01%
+391
795
$18.7K ﹤0.01%
+2,163
796
$18.7K ﹤0.01%
97
-1,684
797
$18.7K ﹤0.01%
+92
798
$18.5K ﹤0.01%
+14
799
$18.4K ﹤0.01%
+218
800
$18.3K ﹤0.01%
+665
30 31
32
33 34