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
1351
$1.64K ﹤0.01%
+32
1352
$1.63K ﹤0.01%
+50
1353
$1.62K ﹤0.01%
+21
1354
$1.62K ﹤0.01%
+81
1355
$1.62K ﹤0.01%
+27
1356
$1.61K ﹤0.01%
+9
1357
$1.61K ﹤0.01%
+23
1358
$1.6K ﹤0.01%
+13
1359
$1.6K ﹤0.01%
+6
1360
$1.59K ﹤0.01%
+21
1361
$1.58K ﹤0.01%
+154
1362
$1.58K ﹤0.01%
+19
1363
$1.57K ﹤0.01%
+550
1364
$1.57K ﹤0.01%
+13
1365
$1.56K ﹤0.01%
+9
1366
$1.56K ﹤0.01%
+29
1367
$1.56K ﹤0.01%
+51
1368
$1.53K ﹤0.01%
+38
1369
$1.53K ﹤0.01%
+295
1370
$1.52K ﹤0.01%
+22
1371
$1.52K ﹤0.01%
+32
1372
$1.52K ﹤0.01%
+42
1373
$1.52K ﹤0.01%
+31
1374
$1.51K ﹤0.01%
+18
1375
$1.51K ﹤0.01%
+22
53 54
55
56 57