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
1126
$3.82K ﹤0.01%
+25
1127
$3.82K ﹤0.01%
+28
1128
$3.82K ﹤0.01%
+146
1129
$3.79K ﹤0.01%
+52
1130
$3.77K ﹤0.01%
30
-1,662
1131
$3.72K ﹤0.01%
+87
1132
$3.72K ﹤0.01%
+13
1133
$3.71K ﹤0.01%
+113
1134
$3.71K ﹤0.01%
+212
1135
$3.71K ﹤0.01%
+353
1136
$3.69K ﹤0.01%
+38
1137
$3.68K ﹤0.01%
+16
1138
$3.68K ﹤0.01%
+106
1139
$3.65K ﹤0.01%
+145
1140
$3.64K ﹤0.01%
+193
1141
$3.64K ﹤0.01%
+134
1142
$3.63K ﹤0.01%
+320
1143
$3.61K ﹤0.01%
+23
1144
$3.6K ﹤0.01%
+90
1145
$3.59K ﹤0.01%
+150
1146
$3.57K ﹤0.01%
49
-3,198
1147
$3.53K ﹤0.01%
+100
1148
$3.53K ﹤0.01%
+29
1149
$3.52K ﹤0.01%
+110
1150
$3.5K ﹤0.01%
+49
44 45
46
47 48