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
$783M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.12M
3
+$3.83M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.74M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.98M

Top Sells

1
+$4.16M
2
+$2.87M
3
+$1.74M
4
EOG icon
EOG Resources
EOG
+$1.73M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$1.37M

Sector Composition

1 Technology 11.63%
2 Financials 6.03%
3 Industrials 4.56%
4 Healthcare 3.62%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$1.78K ﹤0.01%
11
1477
$1.78K ﹤0.01%
28
-179
1478
$1.78K ﹤0.01%
75
1479
$1.78K ﹤0.01%
10
1480
$1.77K ﹤0.01%
27
-8
1481
$1.77K ﹤0.01%
+39
1482
$1.77K ﹤0.01%
20
+17
1483
$1.76K ﹤0.01%
46
+13
1484
$1.76K ﹤0.01%
51
+36
1485
$1.76K ﹤0.01%
12
-65
1486
$1.75K ﹤0.01%
+50
1487
$1.75K ﹤0.01%
25
-1
1488
$1.75K ﹤0.01%
+44
1489
$1.75K ﹤0.01%
49
+33
1490
$1.75K ﹤0.01%
79
1491
$1.74K ﹤0.01%
295
1492
$1.74K ﹤0.01%
22
+14
1493
$1.73K ﹤0.01%
22
-2
1494
$1.71K ﹤0.01%
26
+4
1495
$1.7K ﹤0.01%
94
+5
1496
$1.7K ﹤0.01%
22
1497
$1.7K ﹤0.01%
22
1498
$1.7K ﹤0.01%
97
+15
1499
$1.7K ﹤0.01%
19
+14
1500
$1.69K ﹤0.01%
22
+9
58 59
60
61 62