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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1.79K ﹤0.01%
283
+27
1377
$1.78K ﹤0.01%
85
-100
1378
$1.78K ﹤0.01%
295
1379
$1.78K ﹤0.01%
43
-2
1380
$1.77K ﹤0.01%
51
-206
1381
$1.77K ﹤0.01%
+95
1382
$1.77K ﹤0.01%
97
1383
$1.75K ﹤0.01%
67
1384
$1.75K ﹤0.01%
23
+4
1385
$1.73K ﹤0.01%
465
+85
1386
$1.73K ﹤0.01%
+12
1387
$1.72K ﹤0.01%
97
+5
1388
$1.72K ﹤0.01%
113
-41
1389
$1.72K ﹤0.01%
58
-7
1390
$1.71K ﹤0.01%
12
+3
1391
$1.71K ﹤0.01%
+57
1392
$1.7K ﹤0.01%
440
+20
1393
$1.7K ﹤0.01%
77
+12
1394
$1.7K ﹤0.01%
36
+1
1395
$1.69K ﹤0.01%
88
-32
1396
$1.69K ﹤0.01%
18
-5
1397
$1.69K ﹤0.01%
51
-49
1398
$1.69K ﹤0.01%
+106
1399
$1.68K ﹤0.01%
55
-1,415
1400
$1.68K ﹤0.01%
25
+7
54 55
56
57 58