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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$4.57K ﹤0.01%
44
-5
1127
$4.56K ﹤0.01%
230
1128
$4.56K ﹤0.01%
238
+5
1129
$4.56K ﹤0.01%
188
1130
$4.55K ﹤0.01%
69
+13
1131
$4.55K ﹤0.01%
137
-292
1132
$4.51K ﹤0.01%
+91
1133
$4.5K ﹤0.01%
40
-3
1134
$4.48K ﹤0.01%
+136
1135
$4.47K ﹤0.01%
34
1136
$4.46K ﹤0.01%
61
+25
1137
$4.46K ﹤0.01%
58
-9
1138
$4.4K ﹤0.01%
20
+11
1139
$4.39K ﹤0.01%
21
+3
1140
$4.34K ﹤0.01%
22
+16
1141
$4.33K ﹤0.01%
344
-1,143
1142
$4.31K ﹤0.01%
+375
1143
$4.31K ﹤0.01%
94
1144
$4.31K ﹤0.01%
+136
1145
$4.3K ﹤0.01%
163
-21
1146
$4.29K ﹤0.01%
170
1147
$4.29K ﹤0.01%
+131
1148
$4.28K ﹤0.01%
37
-5
1149
$4.26K ﹤0.01%
145
1150
$4.25K ﹤0.01%
128
-46
44 45
46
47 48