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
101
$1.56M 0.23%
9,468
-553
102
$1.55M 0.22%
32,328
+137
103
$1.53M 0.22%
30,924
-1,493
104
$1.51M 0.22%
59,478
+57
105
$1.49M 0.22%
36,026
+1,392
106
$1.48M 0.21%
7,036
107
$1.45M 0.21%
8,815
+1,163
108
$1.44M 0.21%
55,996
+6,238
109
$1.44M 0.21%
32,901
-1,265
110
$1.44M 0.21%
24,115
-464
111
$1.41M 0.2%
4,499
+13
112
$1.39M 0.2%
17,041
-1,136
113
$1.38M 0.2%
13,326
+287
114
$1.37M 0.2%
56,291
-30
115
$1.36M 0.2%
33,841
-30
116
$1.36M 0.2%
5,518
+113
117
$1.32M 0.19%
26,419
-3,827
118
$1.32M 0.19%
26,216
+736
119
$1.32M 0.19%
36,031
120
$1.31M 0.19%
32,317
-8,147
121
$1.3M 0.19%
26,847
+141
122
$1.3M 0.19%
7,404
-492
123
$1.28M 0.18%
6,586
+395
124
$1.27M 0.18%
11,573
+906
125
$1.25M 0.18%
3,991
+232
3 4
5
6 7