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
1176
$3.12K ﹤0.01%
+660
1177
$3.12K ﹤0.01%
+57
1178
$3.11K ﹤0.01%
+71
1179
$3.11K ﹤0.01%
+23
1180
$3.11K ﹤0.01%
+28
1181
$3.11K ﹤0.01%
+40
1182
$3.09K ﹤0.01%
+50
1183
$3.08K ﹤0.01%
+76
1184
$3.05K ﹤0.01%
+69
1185
$3.03K ﹤0.01%
+23
1186
$3.02K ﹤0.01%
+65
1187
$2.96K ﹤0.01%
+174
1188
$2.93K ﹤0.01%
+250
1189
$2.93K ﹤0.01%
+71
1190
$2.92K ﹤0.01%
+29
1191
$2.9K ﹤0.01%
+13
1192
$2.89K ﹤0.01%
+24
1193
$2.89K ﹤0.01%
+100
1194
$2.87K ﹤0.01%
+373
1195
$2.87K ﹤0.01%
+31
1196
$2.87K ﹤0.01%
+150
1197
$2.87K ﹤0.01%
+18
1198
$2.86K ﹤0.01%
+7
1199
$2.86K ﹤0.01%
+35
1200
$2.86K ﹤0.01%
+253
46 47
48
49 50