CA

Continuum Advisory Portfolio holdings

AUM $999M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.34M
3
+$2.15M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.54M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.47M

Top Sells

1
+$1.4M
2
+$1.32M
3
+$1.26M
4
BND icon
Vanguard Total Bond Market
BND
+$1.04M
5
SO icon
Southern Company
SO
+$861K

Sector Composition

1 Technology 7.09%
2 Financials 5.71%
3 Communication Services 3.5%
4 Healthcare 3.13%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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