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
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.8M
3
+$6.39M
4
INCY icon
Incyte
INCY
+$3.73M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

1
+$14.3M
2
+$13.2M
3
+$7.03M
4
ACGL icon
Arch Capital
ACGL
+$3.71M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.38M

Sector Composition

1 Technology 10.77%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1.59K ﹤0.01%
350
+18
1427
$1.58K ﹤0.01%
222
-99
1428
$1.57K ﹤0.01%
+45
1429
$1.57K ﹤0.01%
22
1430
$1.57K ﹤0.01%
+27
1431
$1.57K ﹤0.01%
+16
1432
$1.55K ﹤0.01%
114
-255
1433
$1.53K ﹤0.01%
107
-3
1434
$1.5K ﹤0.01%
39
+13
1435
$1.5K ﹤0.01%
135
1436
$1.48K ﹤0.01%
20
1437
$1.46K ﹤0.01%
65
+1
1438
$1.46K ﹤0.01%
25
+8
1439
$1.46K ﹤0.01%
8
-3
1440
$1.46K ﹤0.01%
18
+5
1441
$1.46K ﹤0.01%
97
1442
$1.44K ﹤0.01%
12
1443
$1.43K ﹤0.01%
312
-12
1444
$1.41K ﹤0.01%
66
+14
1445
$1.4K ﹤0.01%
10
1446
$1.4K ﹤0.01%
239
1447
$1.39K ﹤0.01%
47
1448
$1.39K ﹤0.01%
24
1449
$1.38K ﹤0.01%
78
1450
$1.38K ﹤0.01%
434
56 57
58
59 60