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
1151
$4.21K ﹤0.01%
+499
1152
$4.17K ﹤0.01%
660
1153
$4.16K ﹤0.01%
+8
1154
$4.13K ﹤0.01%
+114
1155
$4.11K ﹤0.01%
124
1156
$4.11K ﹤0.01%
124
1157
$4.1K ﹤0.01%
24
-18
1158
$4.08K ﹤0.01%
43
-8
1159
$4.07K ﹤0.01%
134
1160
$4.05K ﹤0.01%
53
-9
1161
$3.98K ﹤0.01%
+35
1162
$3.98K ﹤0.01%
+111
1163
$3.97K ﹤0.01%
+81
1164
$3.93K ﹤0.01%
89
1165
$3.9K ﹤0.01%
73
+6
1166
$3.89K ﹤0.01%
100
1167
$3.84K ﹤0.01%
86
+5
1168
$3.81K ﹤0.01%
20
+1
1169
$3.77K ﹤0.01%
51
1170
$3.76K ﹤0.01%
1,000
1171
$3.75K ﹤0.01%
193
1172
$3.74K ﹤0.01%
2
1173
$3.71K ﹤0.01%
37
+2
1174
$3.71K ﹤0.01%
41
-3
1175
$3.67K ﹤0.01%
18
+1
45 46
47
48 49