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
1326
$1.82K ﹤0.01%
+79
1327
$1.81K ﹤0.01%
+177
1328
$1.78K ﹤0.01%
+31
1329
$1.77K ﹤0.01%
+9
1330
$1.76K ﹤0.01%
+47
1331
$1.75K ﹤0.01%
+105
1332
$1.75K ﹤0.01%
+12
1333
$1.75K ﹤0.01%
+11
1334
$1.75K ﹤0.01%
+194
1335
$1.75K ﹤0.01%
+9
1336
$1.75K ﹤0.01%
+108
1337
$1.74K ﹤0.01%
+9
1338
$1.74K ﹤0.01%
+316
1339
$1.74K ﹤0.01%
+28
1340
$1.72K ﹤0.01%
+50
1341
$1.71K ﹤0.01%
+582
1342
$1.69K ﹤0.01%
+25
1343
$1.69K ﹤0.01%
+24
1344
$1.68K ﹤0.01%
+6
1345
$1.67K ﹤0.01%
+62
1346
$1.67K ﹤0.01%
+10
1347
$1.67K ﹤0.01%
+8
1348
$1.67K ﹤0.01%
+41
1349
$1.65K ﹤0.01%
+14
1350
$1.64K ﹤0.01%
+13
52 53
54
55 56