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
$694M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.74M
3
+$2.49M
4
PGR icon
Progressive
PGR
+$2.32M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Top Sells

1
+$3.36M
2
+$2.56M
3
+$2.53M
4
CVS icon
CVS Health
CVS
+$2.38M
5
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$781K

Sector Composition

1 Technology 11.45%
2 Financials 5.58%
3 Industrials 4.61%
4 Healthcare 3.78%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$18.8K ﹤0.01%
142
+1
802
$18.6K ﹤0.01%
570
803
$18.6K ﹤0.01%
1,013
-212
804
$18.5K ﹤0.01%
486
+2
805
$18.5K ﹤0.01%
140
806
$18.5K ﹤0.01%
1,340
807
$18.4K ﹤0.01%
1,968
-170
808
$18.4K ﹤0.01%
188
809
$18.3K ﹤0.01%
412
+69
810
$18.1K ﹤0.01%
130
-7
811
$18.1K ﹤0.01%
257
812
$17.9K ﹤0.01%
424
813
$17.7K ﹤0.01%
650
814
$17.7K ﹤0.01%
2,163
815
$17.7K ﹤0.01%
262
-8
816
$17.4K ﹤0.01%
1,042
+986
817
$17.3K ﹤0.01%
146
+8
818
$17.3K ﹤0.01%
260
-3
819
$17.3K ﹤0.01%
716
-256
820
$17.2K ﹤0.01%
139
821
$17.2K ﹤0.01%
1,618
822
$17.1K ﹤0.01%
241
+4
823
$17K ﹤0.01%
873
824
$16.6K ﹤0.01%
13
-1
825
$16.6K ﹤0.01%
430
31 32
33
34 35