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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$8.99K ﹤0.01%
17
+7
1027
$8.98K ﹤0.01%
878
+545
1028
$8.97K ﹤0.01%
598
1029
$8.96K ﹤0.01%
62
1030
$8.89K ﹤0.01%
89
+57
1031
$8.89K ﹤0.01%
655
-210
1032
$8.87K ﹤0.01%
580
-80
1033
$8.86K ﹤0.01%
77
+29
1034
$8.81K ﹤0.01%
24
1035
$8.72K ﹤0.01%
68
+19
1036
$8.64K ﹤0.01%
+182
1037
$8.61K ﹤0.01%
+11
1038
$8.6K ﹤0.01%
182
+151
1039
$8.56K ﹤0.01%
47
1040
$8.53K ﹤0.01%
92
-2
1041
$8.52K ﹤0.01%
395
-297
1042
$8.51K ﹤0.01%
854
-480
1043
$8.46K ﹤0.01%
40
+2
1044
$8.44K ﹤0.01%
149
+3
1045
$8.39K ﹤0.01%
+626
1046
$8.35K ﹤0.01%
+84
1047
$8.34K ﹤0.01%
45
+22
1048
$8.34K ﹤0.01%
64
+5
1049
$8.25K ﹤0.01%
1,164
1050
$8.24K ﹤0.01%
197
-1,612
40 41
42
43 44