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Continuum Advisory Portfolio holdings

AUM $1.04B
1-Year Est. Return 21.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$1.44M
3
+$1.13M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.12M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.03M

Top Sells

1
+$1.31M
2
+$1.18M
3
+$664K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$572K
5
DVY icon
iShares Select Dividend ETF
DVY
+$494K

Sector Composition

1 Technology 5.72%
2 Industrials 2.98%
3 Healthcare 2.84%
4 Communication Services 2.59%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
2
127
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128
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129
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-5,000
130
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-4,972
131
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132
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133
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-6,742
134
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135
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-5,511
2 3 4 5
6