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
1151
$5.12K ﹤0.01%
24
-1
1152
$5.07K ﹤0.01%
121
1153
$5.06K ﹤0.01%
+187
1154
$5.05K ﹤0.01%
28
+3
1155
$5.05K ﹤0.01%
+21
1156
$5.04K ﹤0.01%
26
+14
1157
$5.03K ﹤0.01%
111
1158
$5.03K ﹤0.01%
74
+45
1159
$5.02K ﹤0.01%
+43
1160
$5K ﹤0.01%
103
+8
1161
$4.99K ﹤0.01%
238
+26
1162
$4.99K ﹤0.01%
255
+100
1163
$4.96K ﹤0.01%
36
-48
1164
$4.85K ﹤0.01%
235
1165
$4.84K ﹤0.01%
722
-3
1166
$4.83K ﹤0.01%
34
1167
$4.81K ﹤0.01%
+182
1168
$4.78K ﹤0.01%
+26
1169
$4.78K ﹤0.01%
48
-1
1170
$4.78K ﹤0.01%
32
1171
$4.76K ﹤0.01%
120
+70
1172
$4.73K ﹤0.01%
28
1173
$4.72K ﹤0.01%
105
+16
1174
$4.72K ﹤0.01%
47
-2,051
1175
$4.71K ﹤0.01%
17
-9
45 46
47
48 49