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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$3.57K ﹤0.01%
33
+18
1252
$3.56K ﹤0.01%
139
+35
1253
$3.56K ﹤0.01%
362
+278
1254
$3.54K ﹤0.01%
18
+2
1255
$3.54K ﹤0.01%
38
1256
$3.54K ﹤0.01%
131
1257
$3.53K ﹤0.01%
+447
1258
$3.52K ﹤0.01%
8
1259
$3.51K ﹤0.01%
12
-43
1260
$3.5K ﹤0.01%
106
1261
$3.49K ﹤0.01%
17
-31
1262
$3.48K ﹤0.01%
23
1263
$3.44K ﹤0.01%
+68
1264
$3.42K ﹤0.01%
2
1265
$3.42K ﹤0.01%
37
+24
1266
$3.41K ﹤0.01%
70
+21
1267
$3.4K ﹤0.01%
83
+39
1268
$3.37K ﹤0.01%
38
-5
1269
$3.37K ﹤0.01%
33
+29
1270
$3.35K ﹤0.01%
29
1271
$3.35K ﹤0.01%
265
+37
1272
$3.34K ﹤0.01%
113
-12
1273
$3.34K ﹤0.01%
17
+7
1274
$3.31K ﹤0.01%
51
+8
1275
$3.3K ﹤0.01%
+99
49 50
51
52 53