CA

Continuum Advisory Portfolio holdings

AUM $946M
1-Year Est. Return 18.19%
This Quarter Est. Return
1 Year Est. Return
+18.19%
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
1401
$1.36K ﹤0.01%
+30
1402
$1.36K ﹤0.01%
+50
1403
$1.35K ﹤0.01%
+96
1404
$1.34K ﹤0.01%
+16
1405
$1.34K ﹤0.01%
+44
1406
$1.34K ﹤0.01%
+89
1407
$1.34K ﹤0.01%
+141
1408
$1.32K ﹤0.01%
+16
1409
$1.32K ﹤0.01%
+17
1410
$1.32K ﹤0.01%
+5
1411
$1.32K ﹤0.01%
+55
1412
$1.31K ﹤0.01%
+42
1413
$1.31K ﹤0.01%
+22
1414
$1.31K ﹤0.01%
+3
1415
$1.29K ﹤0.01%
+10
1416
$1.29K ﹤0.01%
+8
1417
$1.28K ﹤0.01%
+24
1418
$1.28K ﹤0.01%
+45
1419
$1.28K ﹤0.01%
+92
1420
$1.28K ﹤0.01%
+13
1421
$1.27K ﹤0.01%
+3
1422
$1.26K ﹤0.01%
+48
1423
$1.26K ﹤0.01%
+11
1424
$1.24K ﹤0.01%
+102
1425
$1.23K ﹤0.01%
+29
55 56
57
58 59