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
1276
$3.29K ﹤0.01%
45
+13
1277
$3.25K ﹤0.01%
16
+5
1278
$3.25K ﹤0.01%
9
+5
1279
$3.25K ﹤0.01%
13
+1
1280
$3.25K ﹤0.01%
32
+4
1281
$3.25K ﹤0.01%
8
-2
1282
$3.22K ﹤0.01%
6
+1
1283
$3.21K ﹤0.01%
29
+4
1284
$3.21K ﹤0.01%
+280
1285
$3.2K ﹤0.01%
117
1286
$3.18K ﹤0.01%
43
1287
$3.18K ﹤0.01%
15
1288
$3.16K ﹤0.01%
39
+9
1289
$3.15K ﹤0.01%
51
+1
1290
$3.14K ﹤0.01%
220
1291
$3.11K ﹤0.01%
48
-8
1292
$3.11K ﹤0.01%
+96
1293
$3.1K ﹤0.01%
+83
1294
$3.08K ﹤0.01%
+116
1295
$3.06K ﹤0.01%
+226
1296
$3.05K ﹤0.01%
+107
1297
$3.03K ﹤0.01%
83
-22
1298
$3.03K ﹤0.01%
+86
1299
$3.03K ﹤0.01%
+52
1300
$3.01K ﹤0.01%
660
50 51
52
53 54