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
851
$14.4K ﹤0.01%
+55
852
$14.4K ﹤0.01%
+435
853
$14.4K ﹤0.01%
+9,419
854
$14.4K ﹤0.01%
+402
855
$14.3K ﹤0.01%
+112
856
$14.3K ﹤0.01%
+87
857
$14.2K ﹤0.01%
+119
858
$14.1K ﹤0.01%
+472
859
$14.1K ﹤0.01%
69
-1,726
860
$14K ﹤0.01%
+29
861
$13.9K ﹤0.01%
+671
862
$13.9K ﹤0.01%
+655
863
$13.9K ﹤0.01%
+58
864
$13.9K ﹤0.01%
+200
865
$13.9K ﹤0.01%
+353
866
$13.8K ﹤0.01%
+63
867
$13.8K ﹤0.01%
+1,338
868
$13.8K ﹤0.01%
+1,032
869
$13.8K ﹤0.01%
+95
870
$13.7K ﹤0.01%
+165
871
$13.6K ﹤0.01%
+772
872
$13.5K ﹤0.01%
+596
873
$13.4K ﹤0.01%
+59
874
$13.3K ﹤0.01%
+233
875
$13.3K ﹤0.01%
+216