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
$668M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$3.41M
3 +$3.32M
4
EG icon
Everest Group
EG
+$3.15M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.81M

Top Sells

1 +$6.12M
2 +$4.28M
3 +$4.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 10.34%
2 Financials 5.42%
3 Healthcare 4.66%
4 Industrials 4.51%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$672 ﹤0.01%
+5
1552
$671 ﹤0.01%
+18
1553
$669 ﹤0.01%
+21
1554
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1555
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+36
1556
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1557
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1558
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1559
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1560
$639 ﹤0.01%
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1561
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1562
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1565
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+35
1566
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+50
1567
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+42
1568
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1569
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1570
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1571
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1572
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1573
$585 ﹤0.01%
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1574
$584 ﹤0.01%
+1,115
1575
$580 ﹤0.01%
+5