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
1201
$2.95K ﹤0.01%
220
-75
1202
$2.95K ﹤0.01%
111
+63
1203
$2.93K ﹤0.01%
110
1204
$2.92K ﹤0.01%
48
+7
1205
$2.92K ﹤0.01%
+78
1206
$2.92K ﹤0.01%
71
1207
$2.9K ﹤0.01%
76
1208
$2.9K ﹤0.01%
100
1209
$2.88K ﹤0.01%
19
1210
$2.88K ﹤0.01%
7
1211
$2.88K ﹤0.01%
35
1212
$2.87K ﹤0.01%
174
1213
$2.79K ﹤0.01%
+32
1214
$2.78K ﹤0.01%
21
1215
$2.77K ﹤0.01%
117
1216
$2.77K ﹤0.01%
354
1217
$2.77K ﹤0.01%
100
1218
$2.75K ﹤0.01%
15
1219
$2.74K ﹤0.01%
203
-18
1220
$2.73K ﹤0.01%
25
-9
1221
$2.72K ﹤0.01%
+39
1222
$2.7K ﹤0.01%
30
1223
$2.7K ﹤0.01%
7
1224
$2.69K ﹤0.01%
43
1225
$2.67K ﹤0.01%
65
47 48
49
50 51