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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
1951
– –
-15
1952
– –
-283
1953
– –
-231
1954
– –
-9
1955
– –
-78
1956
– –
-404
1957
– –
-4
1958
– –
-45
1959
– –
-54
1960
– –
-14
1961
– –
-18
1962
– –
-41
1963
– –
-20
1964
– –
-434
1965
– –
-413
1966
– –
-7
1967
– –
-56
1968
– –
-78
1969
– –
-43
1970
– –
-35
1971
– –
-9
1972
– –
-8
1973
– –
-27
1974
– –
-31
1975
– –
-7
76 77 78
79
80