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
1426
$1.26K ﹤0.01%
22
1427
$1.26K ﹤0.01%
105
1428
$1.26K ﹤0.01%
42
1429
$1.26K ﹤0.01%
36
-20
1430
$1.24K ﹤0.01%
89
1431
$1.23K ﹤0.01%
3
1432
$1.22K ﹤0.01%
13
1433
$1.2K ﹤0.01%
39
1434
$1.2K ﹤0.01%
36
1435
$1.18K ﹤0.01%
10
1436
$1.18K ﹤0.01%
25
1437
$1.17K ﹤0.01%
143
1438
$1.16K ﹤0.01%
22
1439
$1.16K ﹤0.01%
52
1440
$1.16K ﹤0.01%
40
1441
$1.15K ﹤0.01%
11
1442
$1.15K ﹤0.01%
+18
1443
$1.15K ﹤0.01%
43
1444
$1.15K ﹤0.01%
7
1445
$1.14K ﹤0.01%
11
1446
$1.12K ﹤0.01%
4
1447
$1.12K ﹤0.01%
38
1448
$1.11K ﹤0.01%
51
1449
$1.1K ﹤0.01%
12
1450
$1.1K ﹤0.01%
20
56 57
58
59 60