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
1226
$2.6K ﹤0.01%
+31
1227
$2.6K ﹤0.01%
+30
1228
$2.59K ﹤0.01%
+300
1229
$2.58K ﹤0.01%
+89
1230
$2.56K ﹤0.01%
+228
1231
$2.55K ﹤0.01%
+434
1232
$2.55K ﹤0.01%
+370
1233
$2.54K ﹤0.01%
+49
1234
$2.54K ﹤0.01%
+14
1235
$2.54K ﹤0.01%
+24
1236
$2.51K ﹤0.01%
+68
1237
$2.48K ﹤0.01%
+21
1238
$2.48K ﹤0.01%
49
-6,352
1239
$2.47K ﹤0.01%
+21
1240
$2.47K ﹤0.01%
+7
1241
$2.46K ﹤0.01%
+65
1242
$2.46K ﹤0.01%
+696
1243
$2.45K ﹤0.01%
+16
1244
$2.45K ﹤0.01%
+18
1245
$2.44K ﹤0.01%
+41
1246
$2.44K ﹤0.01%
+16
1247
$2.43K ﹤0.01%
+100
1248
$2.43K ﹤0.01%
+11
1249
$2.42K ﹤0.01%
+54
1250
$2.41K ﹤0.01%
+70
48 49
50
51 52