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
1376
$1.5K ﹤0.01%
13
1377
$1.49K ﹤0.01%
31
1378
$1.49K ﹤0.01%
17
1379
$1.49K ﹤0.01%
22
1380
$1.49K ﹤0.01%
26
1381
$1.48K ﹤0.01%
+6
1382
$1.47K ﹤0.01%
28
-43
1383
$1.46K ﹤0.01%
10
1384
$1.45K ﹤0.01%
24
1385
$1.44K ﹤0.01%
52
1386
$1.44K ﹤0.01%
7
1387
$1.43K ﹤0.01%
37
1388
$1.43K ﹤0.01%
+29
1389
$1.43K ﹤0.01%
42
1390
$1.42K ﹤0.01%
81
1391
$1.42K ﹤0.01%
31
+1
1392
$1.42K ﹤0.01%
37
+8
1393
$1.41K ﹤0.01%
154
1394
$1.4K ﹤0.01%
141
1395
$1.4K ﹤0.01%
48
1396
$1.4K ﹤0.01%
50
1397
$1.39K ﹤0.01%
13
-10
1398
$1.38K ﹤0.01%
11
-7
1399
$1.37K ﹤0.01%
38
1400
$1.36K ﹤0.01%
30
54 55
56
57 58