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
1576
$1.29K ﹤0.01%
84
+29
1577
$1.29K ﹤0.01%
16
-34
1578
$1.28K ﹤0.01%
91
1579
$1.27K ﹤0.01%
7
1580
$1.27K ﹤0.01%
42
1581
$1.27K ﹤0.01%
76
+37
1582
$1.26K ﹤0.01%
4
+1
1583
$1.26K ﹤0.01%
+27
1584
$1.25K ﹤0.01%
26
-2
1585
$1.24K ﹤0.01%
22
-5,393
1586
$1.23K ﹤0.01%
+15
1587
$1.22K ﹤0.01%
+15
1588
$1.21K ﹤0.01%
+12
1589
$1.21K ﹤0.01%
15
+4
1590
$1.18K ﹤0.01%
+16
1591
$1.18K ﹤0.01%
+14
1592
$1.17K ﹤0.01%
+13
1593
$1.16K ﹤0.01%
+6
1594
$1.15K ﹤0.01%
+35
1595
$1.15K ﹤0.01%
51
1596
$1.13K ﹤0.01%
19
1597
$1.13K ﹤0.01%
27
+12
1598
$1.12K ﹤0.01%
11
1599
$1.12K ﹤0.01%
7
1600
$1.12K ﹤0.01%
+3,050
62 63
64
65 66