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
1351
$1.61K ﹤0.01%
8
1352
$1.6K ﹤0.01%
19
1353
$1.59K ﹤0.01%
5
-3
1354
$1.59K ﹤0.01%
15
-4
1355
$1.59K ﹤0.01%
11
+2
1356
$1.59K ﹤0.01%
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1357
$1.58K ﹤0.01%
10
1358
$1.58K ﹤0.01%
400
1359
$1.58K ﹤0.01%
10
-7
1360
$1.57K ﹤0.01%
29
1361
$1.57K ﹤0.01%
9
1362
$1.56K ﹤0.01%
196
+3
1363
$1.55K ﹤0.01%
108
1364
$1.54K ﹤0.01%
46
-22
1365
$1.54K ﹤0.01%
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1366
$1.54K ﹤0.01%
37
-9
1367
$1.54K ﹤0.01%
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1368
$1.54K ﹤0.01%
20
1369
$1.53K ﹤0.01%
28
1370
$1.53K ﹤0.01%
29
1371
$1.53K ﹤0.01%
32
1372
$1.52K ﹤0.01%
10
-3
1373
$1.52K ﹤0.01%
14
1374
$1.51K ﹤0.01%
22
1375
$1.5K ﹤0.01%
295
53 54
55
56 57