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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.41M
3
+$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1
+$6.12M
2
+$4.28M
3
+$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 10.34%
2 Financials 5.42%
3 Healthcare 4.66%
4 Industrials 4.51%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1.08K ﹤0.01%
+63
1452
$1.08K ﹤0.01%
+51
1453
$1.08K ﹤0.01%
+14
1454
$1.08K ﹤0.01%
+10
1455
$1.06K ﹤0.01%
+84
1456
$1.05K ﹤0.01%
+5
1457
$1.05K ﹤0.01%
+7
1458
$1.05K ﹤0.01%
14
-3,217
1459
$1.05K ﹤0.01%
+34
1460
$1.04K ﹤0.01%
+37
1461
$1.03K ﹤0.01%
+26
1462
$1.02K ﹤0.01%
+28
1463
$1.02K ﹤0.01%
+18
1464
$1.02K ﹤0.01%
+21
1465
$999 ﹤0.01%
+10
1466
$987 ﹤0.01%
+108
1467
$984 ﹤0.01%
+48
1468
$983 ﹤0.01%
+16
1469
$983 ﹤0.01%
+34
1470
$981 ﹤0.01%
+40
1471
$977 ﹤0.01%
+34
1472
$971 ﹤0.01%
+56
1473
$965 ﹤0.01%
+2
1474
$955 ﹤0.01%
+7
1475
$955 ﹤0.01%
+116
57 58
59
60 61