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
801
$18.1K ﹤0.01%
+167
802
$17.9K ﹤0.01%
+266
803
$17.8K ﹤0.01%
+424
804
$17.7K ﹤0.01%
+237
805
$17.6K ﹤0.01%
+43
806
$17.5K ﹤0.01%
+650
807
$17.4K ﹤0.01%
+932
808
$17.4K ﹤0.01%
+137
809
$17.2K ﹤0.01%
+270
810
$17.2K ﹤0.01%
+42
811
$17.1K ﹤0.01%
+399
812
$16.9K ﹤0.01%
+138
813
$16.9K ﹤0.01%
+430
814
$16.7K ﹤0.01%
+188
815
$16.6K ﹤0.01%
+873
816
$16.6K ﹤0.01%
+305
817
$16.5K ﹤0.01%
+193
818
$16.4K ﹤0.01%
+199
819
$16.4K ﹤0.01%
+446
820
$16.3K ﹤0.01%
+1,968
821
$16.1K ﹤0.01%
+100
822
$16.1K ﹤0.01%
+139
823
$16K ﹤0.01%
+440
824
$16K ﹤0.01%
+189
825
$15.9K ﹤0.01%
+115