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
876
$13.3K ﹤0.01%
+22
877
$13.2K ﹤0.01%
+652
878
$13.2K ﹤0.01%
+340
879
$13.2K ﹤0.01%
+325
880
$13.1K ﹤0.01%
+75
881
$13.1K ﹤0.01%
+307
882
$13K ﹤0.01%
+199
883
$13K ﹤0.01%
+191
884
$12.9K ﹤0.01%
+76
885
$12.9K ﹤0.01%
+269
886
$12.8K ﹤0.01%
+159
887
$12.7K ﹤0.01%
+414
888
$12.7K ﹤0.01%
+446
889
$12.6K ﹤0.01%
+240
890
$12.6K ﹤0.01%
+272
891
$12.6K ﹤0.01%
+315
892
$12.6K ﹤0.01%
+142
893
$12.5K ﹤0.01%
+175
894
$12.5K ﹤0.01%
+380
895
$12.4K ﹤0.01%
+217
896
$12.4K ﹤0.01%
+309
897
$12.3K ﹤0.01%
+29
898
$12.2K ﹤0.01%
+44
899
$12.1K ﹤0.01%
+352
900
$12.1K ﹤0.01%
+144
34 35
36
37 38