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Continuum Advisory Portfolio holdings

AUM $1.04B
1-Year Est. Return 21.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.7M
3
+$5.83M
4
INCY icon
Incyte
INCY
+$4.29M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.55M

Top Sells

1
+$14M
2
+$13.2M
3
+$7.58M
4
ACGL icon
Arch Capital
ACGL
+$3.56M
5
INDA icon
iShares MSCI India ETF
INDA
+$2.33M

Sector Composition

1 Technology 10.76%
2 Financials 7.13%
3 Healthcare 4.34%
4 Energy 3.53%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
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1877
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-2
1878
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-78
1879
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-64
1880
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-5
1881
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-15
1882
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-4
1883
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1884
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-13
1885
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-4
1886
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1887
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-366
1888
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1889
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1890
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1891
– –
-1,821
1892
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0
1893
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1894
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1895
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-8,264
1896
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1897
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1898
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-4
1899
– –
-27
1900
– –
-16
74 75
76
77 78