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
1351
$2.53K ﹤0.01%
+35
1352
$2.53K ﹤0.01%
47
1353
$2.5K ﹤0.01%
+52
1354
$2.5K ﹤0.01%
+31
1355
$2.49K ﹤0.01%
79
+38
1356
$2.47K ﹤0.01%
49
1357
$2.47K ﹤0.01%
+4
1358
$2.47K ﹤0.01%
15
+7
1359
$2.46K ﹤0.01%
696
1360
$2.46K ﹤0.01%
26
+18
1361
$2.44K ﹤0.01%
18
-2
1362
$2.44K ﹤0.01%
123
-47
1363
$2.43K ﹤0.01%
110
-15
1364
$2.42K ﹤0.01%
4
+2
1365
$2.4K ﹤0.01%
47
+16
1366
$2.4K ﹤0.01%
56
-16
1367
$2.4K ﹤0.01%
+148
1368
$2.39K ﹤0.01%
+207
1369
$2.39K ﹤0.01%
+45
1370
$2.38K ﹤0.01%
85
1371
$2.38K ﹤0.01%
+14
1372
$2.37K ﹤0.01%
56
1373
$2.37K ﹤0.01%
9
1374
$2.36K ﹤0.01%
66
-35
1375
$2.36K ﹤0.01%
154
-7
53 54
55
56 57