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
876
$17.4K ﹤0.01%
1,000
877
$17.3K ﹤0.01%
215
+12
878
$17.2K ﹤0.01%
193
879
$17.1K ﹤0.01%
237
+45
880
$17K ﹤0.01%
396
+136
881
$17K ﹤0.01%
1,096
-185
882
$16.7K ﹤0.01%
607
883
$16.7K ﹤0.01%
276
+126
884
$16.3K ﹤0.01%
135
+30
885
$16.2K ﹤0.01%
963
-79
886
$16.2K ﹤0.01%
475
+2
887
$16.2K ﹤0.01%
29
888
$16.1K ﹤0.01%
+906
889
$16K ﹤0.01%
647
-69
890
$16K ﹤0.01%
430
891
$16K ﹤0.01%
446
892
$15.9K ﹤0.01%
355
+1
893
$15.9K ﹤0.01%
200
894
$15.6K ﹤0.01%
206
+35
895
$15.6K ﹤0.01%
440
896
$15.5K ﹤0.01%
+404
897
$15.3K ﹤0.01%
482
+80
898
$15.3K ﹤0.01%
2,163
899
$15.2K ﹤0.01%
1,058
-282
900
$15.1K ﹤0.01%
48
+33
34 35
36
37 38