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
926
$10.8K ﹤0.01%
+1,000
927
$10.6K ﹤0.01%
+194
928
$10.6K ﹤0.01%
+214
929
$10.5K ﹤0.01%
+47
930
$10.4K ﹤0.01%
+200
931
$10.3K ﹤0.01%
+259
932
$10.2K ﹤0.01%
+560
933
$10.1K ﹤0.01%
+193
934
$10K ﹤0.01%
+20
935
$9.99K ﹤0.01%
+552
936
$9.98K ﹤0.01%
+262
937
$9.98K ﹤0.01%
+17
938
$9.97K ﹤0.01%
+114
939
$9.92K ﹤0.01%
+50
940
$9.92K ﹤0.01%
+71
941
$9.91K ﹤0.01%
+297
942
$9.89K ﹤0.01%
+451
943
$9.84K ﹤0.01%
+207
944
$9.78K ﹤0.01%
+789
945
$9.72K ﹤0.01%
+329
946
$9.71K ﹤0.01%
2,351
-11,683
947
$9.68K ﹤0.01%
+54
948
$9.63K ﹤0.01%
+257
949
$9.62K ﹤0.01%
+131
950
$9.61K ﹤0.01%
+431