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
1401
$1.36K ﹤0.01%
15
-30
1402
$1.35K ﹤0.01%
31
+13
1403
$1.34K ﹤0.01%
316
1404
$1.34K ﹤0.01%
24
1405
$1.33K ﹤0.01%
23
1406
$1.33K ﹤0.01%
49
1407
$1.33K ﹤0.01%
21
1408
$1.33K ﹤0.01%
20
1409
$1.32K ﹤0.01%
3
1410
$1.32K ﹤0.01%
51
1411
$1.32K ﹤0.01%
16
+6
1412
$1.31K ﹤0.01%
+91
1413
$1.31K ﹤0.01%
32
1414
$1.31K ﹤0.01%
+209
1415
$1.3K ﹤0.01%
6
1416
$1.3K ﹤0.01%
16
1417
$1.29K ﹤0.01%
+184
1418
$1.29K ﹤0.01%
45
1419
$1.28K ﹤0.01%
550
1420
$1.27K ﹤0.01%
13
+1
1421
$1.27K ﹤0.01%
16
1422
$1.26K ﹤0.01%
28
-22
1423
$1.26K ﹤0.01%
36
+8
1424
$1.26K ﹤0.01%
5
1425
$1.26K ﹤0.01%
102
55 56
57
58 59