CA
Continuum Advisory Portfolio holdings
AUM
$831M
1-Year Return
15.41%
This Quarter Return
+3.95%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$150M
AUM Growth
+$13.9M
(+10%)
Cap. Flow
+$9.08M
Cap. Flow
% of AUM
6.04%
Top 10 Holdings %
Top 10 Hldgs %
33.81%
Holding
168
New
13
Increased
59
Reduced
65
Closed
12
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$2.09M |
| 2 |
Teleflex
TFX
|
$1.87M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.67M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.64M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.38M |
Top Sells
Sector Composition
| 1 | Technology | 7% |
| 2 | Financials | 4.82% |
| 3 | Healthcare | 4.45% |
| 4 | Industrials | 3.68% |
| 5 | Communication Services | 3.5% |
