CA
Continuum Advisory Portfolio holdings
AUM
$831M
This Quarter Return
-9.31%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(-9.5%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
32.7%
Holding
184
New
28
Increased
36
Reduced
76
Closed
26
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.59M |
| 2 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$1.89M |
| 3 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
$1.38M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$1.38M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.05M |
Top Sells
Sector Composition
| 1 | Technology | 5.92% |
| 2 | Financials | 3.97% |
| 3 | Healthcare | 3.6% |
| 4 | Industrials | 3.5% |
| 5 | Communication Services | 3.39% |
