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
1376
$1.5K ﹤0.01%
+81
1377
$1.5K ﹤0.01%
+24
1378
$1.5K ﹤0.01%
+193
1379
$1.49K ﹤0.01%
+28
1380
$1.49K ﹤0.01%
+38
1381
$1.48K ﹤0.01%
+42
1382
$1.48K ﹤0.01%
+66
1383
$1.46K ﹤0.01%
+13
1384
$1.46K ﹤0.01%
+45
1385
$1.46K ﹤0.01%
+27
1386
$1.45K ﹤0.01%
+48
1387
$1.45K ﹤0.01%
+26
1388
$1.44K ﹤0.01%
+30
1389
$1.44K ﹤0.01%
+37
1390
$1.44K ﹤0.01%
+7
1391
$1.42K ﹤0.01%
+8
1392
$1.41K ﹤0.01%
+52
1393
$1.41K ﹤0.01%
+16
1394
$1.4K ﹤0.01%
+58
1395
$1.4K ﹤0.01%
+9
1396
$1.4K ﹤0.01%
+12
1397
$1.38K ﹤0.01%
+40
1398
$1.36K ﹤0.01%
+49
1399
$1.36K ﹤0.01%
+20
1400
$1.36K ﹤0.01%
+20
54 55
56
57 58