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
$694M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.74M
3
+$2.49M
4
PGR icon
Progressive
PGR
+$2.32M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Top Sells

1
+$3.36M
2
+$2.56M
3
+$2.53M
4
CVS icon
CVS Health
CVS
+$2.38M
5
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$781K

Sector Composition

1 Technology 11.45%
2 Financials 5.58%
3 Industrials 4.61%
4 Healthcare 3.78%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$3.36K ﹤0.01%
44
-8
1177
$3.35K ﹤0.01%
36
+13
1178
$3.35K ﹤0.01%
29
1179
$3.33K ﹤0.01%
161
1180
$3.31K ﹤0.01%
16
1181
$3.29K ﹤0.01%
200
+196
1182
$3.23K ﹤0.01%
5
+1
1183
$3.23K ﹤0.01%
21
1184
$3.23K ﹤0.01%
49
1185
$3.23K ﹤0.01%
+224
1186
$3.21K ﹤0.01%
23
1187
$3.21K ﹤0.01%
150
1188
$3.21K ﹤0.01%
63
1189
$3.19K ﹤0.01%
373
1190
$3.17K ﹤0.01%
23
1191
$3.15K ﹤0.01%
2
1192
$3.1K ﹤0.01%
253
1193
$3.09K ﹤0.01%
10
1194
$3.09K ﹤0.01%
8
-6,569
1195
$3.08K ﹤0.01%
104
1196
$3.08K ﹤0.01%
22
1197
$3.07K ﹤0.01%
383
+5
1198
$3.04K ﹤0.01%
23
1199
$3.01K ﹤0.01%
250
1200
$2.96K ﹤0.01%
54
46 47
48
49 50