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
1326
$1.82K ﹤0.01%
16
1327
$1.79K ﹤0.01%
47
1328
$1.79K ﹤0.01%
44
1329
$1.77K ﹤0.01%
177
1330
$1.77K ﹤0.01%
+44
1331
$1.76K ﹤0.01%
+21
1332
$1.76K ﹤0.01%
8
1333
$1.75K ﹤0.01%
15
-9
1334
$1.75K ﹤0.01%
+17
1335
$1.74K ﹤0.01%
11
1336
$1.74K ﹤0.01%
50
1337
$1.74K ﹤0.01%
35
1338
$1.73K ﹤0.01%
74
1339
$1.71K ﹤0.01%
31
1340
$1.7K ﹤0.01%
13
+7
1341
$1.69K ﹤0.01%
9
1342
$1.69K ﹤0.01%
62
1343
$1.68K ﹤0.01%
24
1344
$1.67K ﹤0.01%
+73
1345
$1.67K ﹤0.01%
27
1346
$1.66K ﹤0.01%
42
1347
$1.64K ﹤0.01%
31
+11
1348
$1.64K ﹤0.01%
44
1349
$1.63K ﹤0.01%
16
1350
$1.63K ﹤0.01%
38
52 53
54
55 56