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
1201
$4.25K ﹤0.01%
13
1202
$4.23K ﹤0.01%
118
-3
1203
$4.22K ﹤0.01%
+4,686
1204
$4.2K ﹤0.01%
+83
1205
$4.2K ﹤0.01%
15
+9
1206
$4.19K ﹤0.01%
124
-153
1207
$4.19K ﹤0.01%
73
+59
1208
$4.18K ﹤0.01%
469
+76
1209
$4.18K ﹤0.01%
37
+24
1210
$4.17K ﹤0.01%
19
1211
$4.16K ﹤0.01%
36
+17
1212
$4.15K ﹤0.01%
27
+14
1213
$4.14K ﹤0.01%
+32
1214
$4.12K ﹤0.01%
203
1215
$4.08K ﹤0.01%
124
1216
$4.07K ﹤0.01%
500
1217
$4.07K ﹤0.01%
192
-32
1218
$4.05K ﹤0.01%
33
+10
1219
$4.05K ﹤0.01%
+160
1220
$4.02K ﹤0.01%
235
-18
1221
$4.01K ﹤0.01%
185
1222
$4K ﹤0.01%
+75
1223
$4K ﹤0.01%
42
+6
1224
$3.92K ﹤0.01%
146
1225
$3.92K ﹤0.01%
51
+1
47 48
49
50 51