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
1426
$2.01K ﹤0.01%
21
-15
1427
$2K ﹤0.01%
239
+219
1428
$2K ﹤0.01%
68
+32
1429
$2K ﹤0.01%
22
-9
1430
$1.97K ﹤0.01%
64
+44
1431
$1.96K ﹤0.01%
18
+8
1432
$1.96K ﹤0.01%
53
+37
1433
$1.95K ﹤0.01%
+208
1434
$1.95K ﹤0.01%
37
-17
1435
$1.94K ﹤0.01%
434
1436
$1.93K ﹤0.01%
4
+2
1437
$1.93K ﹤0.01%
17
+9
1438
$1.93K ﹤0.01%
40
-10
1439
$1.93K ﹤0.01%
25
+21
1440
$1.92K ﹤0.01%
27
+13
1441
$1.92K ﹤0.01%
+404
1442
$1.91K ﹤0.01%
+49
1443
$1.91K ﹤0.01%
+27
1444
$1.91K ﹤0.01%
+26
1445
$1.91K ﹤0.01%
+61
1446
$1.91K ﹤0.01%
+90
1447
$1.91K ﹤0.01%
18
-16
1448
$1.9K ﹤0.01%
49
-22
1449
$1.9K ﹤0.01%
+53
1450
$1.9K ﹤0.01%
11
+2
56 57
58
59 60