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
1276
$2.19K ﹤0.01%
55
1277
$2.19K ﹤0.01%
26
1278
$2.17K ﹤0.01%
22
-7
1279
$2.16K ﹤0.01%
963
-312
1280
$2.15K ﹤0.01%
47
1281
$2.14K ﹤0.01%
75
1282
$2.13K ﹤0.01%
36
-330
1283
$2.13K ﹤0.01%
11
1284
$2.12K ﹤0.01%
28
+3
1285
$2.12K ﹤0.01%
12
1286
$2.12K ﹤0.01%
332
1287
$2.12K ﹤0.01%
81
-4
1288
$2.09K ﹤0.01%
21
-7
1289
$2.08K ﹤0.01%
10
1290
$2.08K ﹤0.01%
26
1291
$2.07K ﹤0.01%
15
+9
1292
$2.06K ﹤0.01%
24
1293
$2.06K ﹤0.01%
30
1294
$2.05K ﹤0.01%
370
1295
$2.05K ﹤0.01%
49
1296
$2.05K ﹤0.01%
31
1297
$2.03K ﹤0.01%
77
1298
$2.02K ﹤0.01%
292
1299
$2.02K ﹤0.01%
11
1300
$2.02K ﹤0.01%
17
-4
50 51
52
53 54