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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$2.19K ﹤0.01%
15
-32
1327
$2.18K ﹤0.01%
12
-5
1328
$2.17K ﹤0.01%
18
+2
1329
$2.16K ﹤0.01%
193
+115
1330
$2.16K ﹤0.01%
12
-24
1331
$2.15K ﹤0.01%
25
-486
1332
$2.14K ﹤0.01%
81
1333
$2.14K ﹤0.01%
12
-24
1334
$2.13K ﹤0.01%
7
-1
1335
$2.13K ﹤0.01%
53
+22
1336
$2.1K ﹤0.01%
100
1337
$2.09K ﹤0.01%
+23
1338
$2.08K ﹤0.01%
208
-10
1339
$2.08K ﹤0.01%
17
1340
$2.08K ﹤0.01%
21
+9
1341
$2.06K ﹤0.01%
27
1342
$2.06K ﹤0.01%
57
+17
1343
$2.05K ﹤0.01%
+107
1344
$2.05K ﹤0.01%
40
-35
1345
$2.04K ﹤0.01%
+78
1346
$2.03K ﹤0.01%
9
+3
1347
$2.02K ﹤0.01%
30
-1
1348
$1.99K ﹤0.01%
11
1349
$1.98K ﹤0.01%
81
-566
1350
$1.98K ﹤0.01%
177
+5
52 53
54
55 56