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
1176
$3.67K ﹤0.01%
105
+71
1177
$3.67K ﹤0.01%
+225
1178
$3.65K ﹤0.01%
15
-9
1179
$3.6K ﹤0.01%
+111
1180
$3.6K ﹤0.01%
127
-32
1181
$3.6K ﹤0.01%
293
+28
1182
$3.55K ﹤0.01%
+49
1183
$3.54K ﹤0.01%
22
1184
$3.53K ﹤0.01%
21
-13
1185
$3.52K ﹤0.01%
353
1186
$3.5K ﹤0.01%
61
-55
1187
$3.5K ﹤0.01%
+20
1188
$3.49K ﹤0.01%
11
+2
1189
$3.49K ﹤0.01%
31
+15
1190
$3.47K ﹤0.01%
8
1191
$3.46K ﹤0.01%
1,210
1192
$3.45K ﹤0.01%
146
1193
$3.42K ﹤0.01%
+32
1194
$3.4K ﹤0.01%
220
-51
1195
$3.39K ﹤0.01%
36
1196
$3.39K ﹤0.01%
11
-3
1197
$3.37K ﹤0.01%
49
1198
$3.33K ﹤0.01%
206
-29
1199
$3.33K ﹤0.01%
78
-410
1200
$3.32K ﹤0.01%
45
-5
46 47
48
49 50