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
$149M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Sells

1 +$611K
2 +$507K
3 +$506K
4
INTC icon
Intel
INTC
+$418K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$299K

Sector Composition

1 Technology 5.81%
2 Industrials 2.98%
3 Healthcare 2.57%
4 Communication Services 2.56%
5 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,726
127
-5,670
128
-2,067
129
-16,850
130
-13,900