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
851
$19.7K ﹤0.01%
+262
852
$19.6K ﹤0.01%
+986
853
$19.6K ﹤0.01%
174
-58
854
$19.5K ﹤0.01%
1,981
+21
855
$19.3K ﹤0.01%
32
+2
856
$19.3K ﹤0.01%
1,487
-131
857
$18.9K ﹤0.01%
43
+4
858
$18.9K ﹤0.01%
275
-32
859
$18.9K ﹤0.01%
276
+19
860
$18.9K ﹤0.01%
138
+23
861
$18.8K ﹤0.01%
337
+324
862
$18.8K ﹤0.01%
287
863
$18.7K ﹤0.01%
607
864
$18.7K ﹤0.01%
337
+4
865
$18.6K ﹤0.01%
15,038
+300
866
$18.6K ﹤0.01%
407
-39
867
$18.3K ﹤0.01%
218
868
$18.3K ﹤0.01%
276
-15
869
$18.2K ﹤0.01%
+150
870
$18.2K ﹤0.01%
650
871
$18.1K ﹤0.01%
424
872
$17.8K ﹤0.01%
135
+79
873
$17.7K ﹤0.01%
313
+1
874
$17.6K ﹤0.01%
655
875
$17.5K ﹤0.01%
1,881
-87
33 34
35
36 37