CA
Continuum Advisory Portfolio holdings
AUM
$831M
This Quarter Return
+6.62%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+15%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
13.84%
Top 10 Holdings %
Top 10 Hldgs %
34.11%
Holding
162
New
18
Increased
68
Reduced
44
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
$10.9M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$3.4M |
| 3 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.22M |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$983K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$895K |
Top Sells
Sector Composition
| 1 | Technology | 10.7% |
| 2 | Communication Services | 4% |
| 3 | Healthcare | 3.71% |
| 4 | Consumer Discretionary | 2.93% |
| 5 | Consumer Staples | 2.55% |
