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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$18.2K ﹤0.01%
330
+90
877
$18.1K ﹤0.01%
49
-3
878
$18K ﹤0.01%
425
+128
879
$17.9K ﹤0.01%
+186
880
$17.7K ﹤0.01%
140
881
$17.7K ﹤0.01%
286
882
$17.6K ﹤0.01%
176
-47
883
$17.4K ﹤0.01%
33
-4
884
$17.3K ﹤0.01%
396
885
$17.3K ﹤0.01%
222
886
$17.1K ﹤0.01%
85
+27
887
$17.1K ﹤0.01%
257
-19
888
$17.1K ﹤0.01%
285
-10
889
$16.9K ﹤0.01%
1,000
890
$16.9K ﹤0.01%
143
-73
891
$16.8K ﹤0.01%
316
+1
892
$16.7K ﹤0.01%
+249
893
$16.2K ﹤0.01%
9,419
894
$16.1K ﹤0.01%
430
895
$16K ﹤0.01%
163
-141
896
$15.9K ﹤0.01%
193
897
$15.9K ﹤0.01%
302
+237
898
$15.6K ﹤0.01%
+800
899
$15.6K ﹤0.01%
268
900
$15.5K ﹤0.01%
214
+182
34 35
36
37 38