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
1276
$2.18K ﹤0.01%
+32
1277
$2.16K ﹤0.01%
+12
1278
$2.15K ﹤0.01%
80
-20,085
1279
$2.14K ﹤0.01%
+75
1280
$2.14K ﹤0.01%
+76
1281
$2.13K ﹤0.01%
+77
1282
$2.13K ﹤0.01%
+8
1283
$2.12K ﹤0.01%
+24
1284
$2.12K ﹤0.01%
+50
1285
$2.12K ﹤0.01%
+108
1286
$2.12K ﹤0.01%
+23
1287
$2.12K ﹤0.01%
+70
1288
$2.11K ﹤0.01%
+292
1289
$2.11K ﹤0.01%
+23
1290
$2.08K ﹤0.01%
+49
1291
$2.06K ﹤0.01%
+56
1292
$2.06K ﹤0.01%
+55
1293
$2.06K ﹤0.01%
+19
1294
$2.05K ﹤0.01%
+125
1295
$2.04K ﹤0.01%
+12
1296
$2.04K ﹤0.01%
+46
1297
$2.03K ﹤0.01%
+9
1298
$2.03K ﹤0.01%
+27
1299
$2.02K ﹤0.01%
+333
1300
$2.02K ﹤0.01%
56
-9,029
50 51
52
53 54