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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$27.8K ﹤0.01%
1,102
777
$27.6K ﹤0.01%
333
+168
778
$27.5K ﹤0.01%
252
-180
779
$27.5K ﹤0.01%
494
780
$27.4K ﹤0.01%
753
-11
781
$27.4K ﹤0.01%
204
-30
782
$27.2K ﹤0.01%
634
+410
783
$27.2K ﹤0.01%
570
784
$26.9K ﹤0.01%
54
+9
785
$26.8K ﹤0.01%
640
+467
786
$26.8K ﹤0.01%
443
+183
787
$26.6K ﹤0.01%
374
788
$26.6K ﹤0.01%
444
-2
789
$26.3K ﹤0.01%
586
790
$26.3K ﹤0.01%
405
+271
791
$26.3K ﹤0.01%
105
+8
792
$26.1K ﹤0.01%
167
+14
793
$26.1K ﹤0.01%
664
+4
794
$26.1K ﹤0.01%
277
-68
795
$26.1K ﹤0.01%
140
796
$25.9K ﹤0.01%
158
+28
797
$25.9K ﹤0.01%
930
798
$25.8K ﹤0.01%
508
-236
799
$25.6K ﹤0.01%
281
800
$25.5K ﹤0.01%
4,920
-575
30 31
32
33 34