CA

Continuum Advisory Portfolio holdings

AUM $999M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
+$10.1M
2
+$3.4M
3
+$3.2M
4
EG icon
Everest Group
EG
+$3.1M
5
ACGL icon
Arch Capital
ACGL
+$2.82M

Top Sells

1
+$6.15M
2
+$4.3M
3
+$3.94M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.18M

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
1076
$4.72K ﹤0.01%
+24
1077
$4.7K ﹤0.01%
+81
1078
$4.68K ﹤0.01%
+210
1079
$4.68K ﹤0.01%
+231
1080
$4.64K ﹤0.01%
+100
1081
$4.55K ﹤0.01%
+264
1082
$4.49K ﹤0.01%
+167
1083
$4.46K ﹤0.01%
+121
1084
$4.44K ﹤0.01%
+16
1085
$4.43K ﹤0.01%
+1,506
1086
$4.42K ﹤0.01%
+297
1087
$4.42K ﹤0.01%
+57
1088
$4.41K ﹤0.01%
+63
1089
$4.39K ﹤0.01%
+23
1090
$4.37K ﹤0.01%
+55
1091
$4.36K ﹤0.01%
+49
1092
$4.35K ﹤0.01%
+46
1093
$4.34K ﹤0.01%
+218
1094
$4.33K ﹤0.01%
+169
1095
$4.31K ﹤0.01%
+108
1096
$4.29K ﹤0.01%
+46
1097
$4.25K ﹤0.01%
+62
1098
$4.2K ﹤0.01%
+45
1099
$4.2K ﹤0.01%
35
-3,337
1100
$4.17K ﹤0.01%
+97
42 43
44
45 46