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
1251
$2.43K ﹤0.01%
+8
1252
$2.43K ﹤0.01%
16
1253
$2.43K ﹤0.01%
228
1254
$2.43K ﹤0.01%
29
-3
1255
$2.39K ﹤0.01%
21
1256
$2.38K ﹤0.01%
16
1257
$2.37K ﹤0.01%
32
1258
$2.35K ﹤0.01%
19
1259
$2.35K ﹤0.01%
14
1260
$2.35K ﹤0.01%
129
-631
1261
$2.32K ﹤0.01%
16
1262
$2.32K ﹤0.01%
434
1263
$2.32K ﹤0.01%
43
1264
$2.31K ﹤0.01%
67
1265
$2.31K ﹤0.01%
56
1266
$2.27K ﹤0.01%
105
1267
$2.26K ﹤0.01%
16
-2
1268
$2.25K ﹤0.01%
300
1269
$2.25K ﹤0.01%
5
1270
$2.24K ﹤0.01%
19
-6
1271
$2.23K ﹤0.01%
54
1272
$2.23K ﹤0.01%
17
1273
$2.22K ﹤0.01%
68
-2
1274
$2.21K ﹤0.01%
49
-20
1275
$2.21K ﹤0.01%
27
49 50
51
52 53