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
1151
$3.42K ﹤0.01%
+24
1152
$3.42K ﹤0.01%
+332
1153
$3.41K ﹤0.01%
+71
1154
$3.4K ﹤0.01%
+50
1155
$3.4K ﹤0.01%
+295
1156
$3.36K ﹤0.01%
+17
1157
$3.33K ﹤0.01%
+10
1158
$3.31K ﹤0.01%
+1,275
1159
$3.3K ﹤0.01%
+161
1160
$3.29K ﹤0.01%
+54
1161
$3.27K ﹤0.01%
+2
1162
$3.26K ﹤0.01%
+13
1163
$3.26K ﹤0.01%
+63
1164
$3.25K ﹤0.01%
+43
1165
$3.24K ﹤0.01%
+49
1166
$3.24K ﹤0.01%
+21
1167
$3.21K ﹤0.01%
+23
1168
$3.2K ﹤0.01%
+40
1169
$3.18K ﹤0.01%
+25
1170
$3.17K ﹤0.01%
+45
1171
$3.17K ﹤0.01%
+15
1172
$3.17K ﹤0.01%
+38
1173
$3.17K ﹤0.01%
+10
1174
$3.15K ﹤0.01%
+378
1175
$3.14K ﹤0.01%
+22
45 46
47
48 49