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
1326
$2.74K ﹤0.01%
110
1327
$2.71K ﹤0.01%
59
1328
$2.7K ﹤0.01%
+67
1329
$2.69K ﹤0.01%
292
1330
$2.69K ﹤0.01%
+29
1331
$2.66K ﹤0.01%
15
+4
1332
$2.66K ﹤0.01%
146
+106
1333
$2.65K ﹤0.01%
37
+17
1334
$2.65K ﹤0.01%
380
-3
1335
$2.64K ﹤0.01%
8
+6
1336
$2.64K ﹤0.01%
21
1337
$2.64K ﹤0.01%
100
1338
$2.63K ﹤0.01%
17
+1
1339
$2.63K ﹤0.01%
29
1340
$2.63K ﹤0.01%
50
+26
1341
$2.62K ﹤0.01%
24
+8
1342
$2.61K ﹤0.01%
+76
1343
$2.6K ﹤0.01%
13
1344
$2.6K ﹤0.01%
64
1345
$2.6K ﹤0.01%
110
-19
1346
$2.58K ﹤0.01%
+141
1347
$2.57K ﹤0.01%
+37
1348
$2.57K ﹤0.01%
+182
1349
$2.56K ﹤0.01%
135
1350
$2.56K ﹤0.01%
+89
52 53
54
55 56