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
1451
$1.37K ﹤0.01%
13
1452
$1.35K ﹤0.01%
9
-9
1453
$1.35K ﹤0.01%
36
1454
$1.34K ﹤0.01%
57
-64
1455
$1.33K ﹤0.01%
6
-11
1456
$1.32K ﹤0.01%
48
-273
1457
$1.32K ﹤0.01%
62
+12
1458
$1.31K ﹤0.01%
166
1459
$1.31K ﹤0.01%
42
-7
1460
$1.31K ﹤0.01%
36
-11
1461
$1.31K ﹤0.01%
4
1462
$1.3K ﹤0.01%
21
1463
$1.29K ﹤0.01%
+34
1464
$1.28K ﹤0.01%
+21
1465
$1.28K ﹤0.01%
30
+4
1466
$1.27K ﹤0.01%
+31
1467
$1.27K ﹤0.01%
30
-22
1468
$1.27K ﹤0.01%
47
+5
1469
$1.27K ﹤0.01%
2
-4
1470
$1.26K ﹤0.01%
25
1471
$1.26K ﹤0.01%
34
-13
1472
$1.26K ﹤0.01%
30
1473
$1.25K ﹤0.01%
9
1474
$1.25K ﹤0.01%
42
1475
$1.25K ﹤0.01%
11
-1
57 58
59
60 61