CA
Continuum Advisory Portfolio holdings
AUM
$831M
This Quarter Return
+15.52%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+7.4%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-8.38%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
163
New
28
Increased
37
Reduced
62
Closed
19
Top Buys
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$3.99M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.98M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$2.73M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.3M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.93M |
Sector Composition
| 1 | Technology | 9.08% |
| 2 | Healthcare | 3.88% |
| 3 | Communication Services | 3.74% |
| 4 | Consumer Discretionary | 2.63% |
| 5 | Consumer Staples | 2.25% |
