CA

Continuum Advisory Portfolio holdings

AUM $999M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
+$10.1M
2
+$3.4M
3
+$3.2M
4
EG icon
Everest Group
EG
+$3.1M
5
ACGL icon
Arch Capital
ACGL
+$2.82M

Top Sells

1
+$6.15M
2
+$4.3M
3
+$3.94M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.18M

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
1201
$2.84K ﹤0.01%
+410
1202
$2.83K ﹤0.01%
+19
1203
$2.83K ﹤0.01%
+117
1204
$2.81K ﹤0.01%
+221
1205
$2.81K ﹤0.01%
+457
1206
$2.81K ﹤0.01%
+14
1207
$2.79K ﹤0.01%
+7
1208
$2.79K ﹤0.01%
+104
1209
$2.78K ﹤0.01%
+34
1210
$2.78K ﹤0.01%
+16
1211
$2.77K ﹤0.01%
+21
1212
$2.76K ﹤0.01%
+4
1213
$2.75K ﹤0.01%
+65
1214
$2.73K ﹤0.01%
+43
1215
$2.69K ﹤0.01%
+133
1216
$2.67K ﹤0.01%
+21
1217
$2.66K ﹤0.01%
+253
1218
$2.65K ﹤0.01%
+74
1219
$2.63K ﹤0.01%
+59
1220
$2.63K ﹤0.01%
+354
1221
$2.62K ﹤0.01%
+33
1222
$2.62K ﹤0.01%
+128
1223
$2.62K ﹤0.01%
+63
1224
$2.61K ﹤0.01%
+135
1225
$2.61K ﹤0.01%
+393
47 48
49
50 51