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
1451
$1.1K ﹤0.01%
333
1452
$1.1K ﹤0.01%
+104
1453
$1.09K ﹤0.01%
7
-5
1454
$1.08K ﹤0.01%
4
1455
$1.08K ﹤0.01%
82
-14
1456
$1.08K ﹤0.01%
99
1457
$1.08K ﹤0.01%
10
1458
$1.07K ﹤0.01%
51
1459
$1.06K ﹤0.01%
118
-76
1460
$1.06K ﹤0.01%
27
1461
$1.03K ﹤0.01%
55
-26
1462
$1.03K ﹤0.01%
+10
1463
$1.03K ﹤0.01%
28
1464
$1.02K ﹤0.01%
14
1465
$1.02K ﹤0.01%
45
1466
$1.01K ﹤0.01%
21
1467
$1K ﹤0.01%
51
1468
$1K ﹤0.01%
7
1469
$1K ﹤0.01%
25
-18
1470
$994 ﹤0.01%
87
1471
$985 ﹤0.01%
10
1472
$983 ﹤0.01%
14
1473
$982 ﹤0.01%
37
1474
$980 ﹤0.01%
56
1475
$976 ﹤0.01%
7
57 58
59
60 61