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CA
Continuum Advisory Portfolio holdings
AUM
$1.04B
1-Year Est. Return
21.13%
This Fund
S&P 500
1 Year Est. Return
+21.13%
AUM
$136M
AUM Growth
-$14.3M
(-9.5%)
Holding
184
Top Buys
| 1 | +$3.57M | |
| 2 | +$2.04M | |
| 3 | +$1.45M | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.04M |
| 5 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$1.04M |
Top Sells
| 1 | +$2.22M | |
| 2 | +$2.09M | |
| 3 | +$924K | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$842K |
| 5 |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
|
+$813K |
Sector Composition
| 1 | Technology | 5.92% |
| 2 | Financials | 3.97% |
| 3 | Healthcare | 3.6% |
| 4 | Industrials | 3.5% |
| 5 | Communication Services | 3.39% |