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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$2.17K ﹤0.01%
21
1402
$2.17K ﹤0.01%
+16
1403
$2.17K ﹤0.01%
+112
1404
$2.16K ﹤0.01%
+406
1405
$2.13K ﹤0.01%
47
+15
1406
$2.13K ﹤0.01%
81
-215
1407
$2.12K ﹤0.01%
29
+13
1408
$2.12K ﹤0.01%
+74
1409
$2.1K ﹤0.01%
+76
1410
$2.1K ﹤0.01%
7
1411
$2.1K ﹤0.01%
9
+1
1412
$2.1K ﹤0.01%
68
+32
1413
$2.09K ﹤0.01%
8
1414
$2.08K ﹤0.01%
81
-924
1415
$2.08K ﹤0.01%
+17
1416
$2.08K ﹤0.01%
10
+5
1417
$2.07K ﹤0.01%
39
1418
$2.06K ﹤0.01%
20
-6
1419
$2.05K ﹤0.01%
173
+19
1420
$2.05K ﹤0.01%
800
1421
$2.05K ﹤0.01%
+17
1422
$2.04K ﹤0.01%
31
1423
$2.04K ﹤0.01%
+84
1424
$2.03K ﹤0.01%
151
-99
1425
$2.02K ﹤0.01%
+42
55 56
57
58 59