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
1176
$4.69K ﹤0.01%
523
+88
1177
$4.67K ﹤0.01%
225
1178
$4.66K ﹤0.01%
33
+3
1179
$4.62K ﹤0.01%
77
+65
1180
$4.58K ﹤0.01%
17
-5
1181
$4.58K ﹤0.01%
35
+21
1182
$4.57K ﹤0.01%
94
1183
$4.54K ﹤0.01%
17
+6
1184
$4.53K ﹤0.01%
134
1185
$4.48K ﹤0.01%
+79
1186
$4.48K ﹤0.01%
30
-5
1187
$4.45K ﹤0.01%
369
+49
1188
$4.45K ﹤0.01%
34
+12
1189
$4.41K ﹤0.01%
315
+234
1190
$4.4K ﹤0.01%
170
1191
$4.37K ﹤0.01%
145
1192
$4.36K ﹤0.01%
+20
1193
$4.34K ﹤0.01%
51
+1
1194
$4.34K ﹤0.01%
11
+1
1195
$4.34K ﹤0.01%
228
+5
1196
$4.3K ﹤0.01%
+2
1197
$4.28K ﹤0.01%
72
+9
1198
$4.28K ﹤0.01%
74
+36
1199
$4.28K ﹤0.01%
78
1200
$4.25K ﹤0.01%
44
-11
46 47
48
49 50