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
$694M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1 +$3.65M
2 +$2.74M
3 +$2.49M
4
PGR icon
Progressive
PGR
+$2.32M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Top Sells

1 +$3.36M
2 +$2.56M
3 +$2.53M
4
CVS icon
CVS Health
CVS
+$2.38M
5
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$781K

Sector Composition

1 Technology 11.45%
2 Financials 5.58%
3 Industrials 4.61%
4 Healthcare 3.78%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$336 ﹤0.01%
+22
1652
$330 ﹤0.01%
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1653
$328 ﹤0.01%
15
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6
1659
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3
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+2
1661
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3
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2
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+10
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1
1666
$297 ﹤0.01%
+2
1667
$278 ﹤0.01%
20
1668
$277 ﹤0.01%
3
1669
$275 ﹤0.01%
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1670
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1672
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+1
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84
1674
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9
1675
$208 ﹤0.01%
125