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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.41M
3
+$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1
+$6.12M
2
+$4.28M
3
+$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

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
1251
$2.41K ﹤0.01%
+70
1252
$2.4K ﹤0.01%
+28
1253
$2.4K ﹤0.01%
+43
1254
$2.39K ﹤0.01%
+32
1255
$2.38K ﹤0.01%
+32
1256
$2.38K ﹤0.01%
+66
1257
$2.38K ﹤0.01%
+19
1258
$2.36K ﹤0.01%
+67
1259
$2.35K ﹤0.01%
+57
1260
$2.35K ﹤0.01%
+22
1261
$2.29K ﹤0.01%
+6
1262
$2.29K ﹤0.01%
+21
1263
$2.29K ﹤0.01%
+26
1264
$2.29K ﹤0.01%
+27
1265
$2.28K ﹤0.01%
+85
1266
$2.27K ﹤0.01%
+85
1267
$2.25K ﹤0.01%
+47
1268
$2.25K ﹤0.01%
+76
1269
$2.25K ﹤0.01%
+17
1270
$2.25K ﹤0.01%
+105
1271
$2.21K ﹤0.01%
+332
1272
$2.2K ﹤0.01%
+31
1273
$2.19K ﹤0.01%
+185
1274
$2.18K ﹤0.01%
+5
1275
$2.18K ﹤0.01%
+16
49 50
51
52 53