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
1526
$1.53K ﹤0.01%
14
+9
1527
$1.51K ﹤0.01%
5
+2
1528
$1.51K ﹤0.01%
+9
1529
$1.51K ﹤0.01%
612
+62
1530
$1.5K ﹤0.01%
+95
1531
$1.5K ﹤0.01%
4
+2
1532
$1.5K ﹤0.01%
16
+7
1533
$1.49K ﹤0.01%
64
+2
1534
$1.48K ﹤0.01%
43
+1
1535
$1.48K ﹤0.01%
17
1536
$1.48K ﹤0.01%
+44
1537
$1.47K ﹤0.01%
24
1538
$1.47K ﹤0.01%
28
1539
$1.46K ﹤0.01%
23
+2
1540
$1.46K ﹤0.01%
40
+19
1541
$1.45K ﹤0.01%
+40
1542
$1.45K ﹤0.01%
+26
1543
$1.44K ﹤0.01%
+9
1544
$1.44K ﹤0.01%
9
-10
1545
$1.44K ﹤0.01%
+20
1546
$1.43K ﹤0.01%
24
+11
1547
$1.43K ﹤0.01%
38
1548
$1.43K ﹤0.01%
29
+12
1549
$1.41K ﹤0.01%
116
-22
1550
$1.41K ﹤0.01%
47
-5
60 61
62
63 64