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
901
$11.9K ﹤0.01%
+102
902
$11.8K ﹤0.01%
+74
903
$11.8K ﹤0.01%
+118
904
$11.7K ﹤0.01%
+180
905
$11.7K ﹤0.01%
+167
906
$11.7K ﹤0.01%
+278
907
$11.7K ﹤0.01%
128
908
$11.5K ﹤0.01%
+1,421
909
$11.5K ﹤0.01%
+251
910
$11.5K ﹤0.01%
+217
911
$11.5K ﹤0.01%
+381
912
$11.4K ﹤0.01%
+43
913
$11.4K ﹤0.01%
+335
914
$11.4K ﹤0.01%
+297
915
$11.3K ﹤0.01%
+363
916
$11.2K ﹤0.01%
+83
917
$11.2K ﹤0.01%
+1,000
918
$11.1K ﹤0.01%
+500
919
$11.1K ﹤0.01%
+700
920
$11K ﹤0.01%
+81
921
$11K ﹤0.01%
+260
922
$11K ﹤0.01%
+181
923
$10.8K ﹤0.01%
+152
924
$10.8K ﹤0.01%
+133
925
$10.8K ﹤0.01%
+200