CA
Continuum Advisory Portfolio holdings
AUM
$831M
This Quarter Return
+6.56%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(+34%)
Cap. Flow
+$78.8M
Cap. Flow
% of AUM
24.51%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
277
New
108
Increased
113
Reduced
33
Closed
7
Top Buys
| 1 |
Walt Disney
DIS
|
$2.25M |
| 2 |
Microsoft
MSFT
|
$1.94M |
| 3 |
Amazon
AMZN
|
$1.53M |
| 4 |
Apple
AAPL
|
$1.51M |
| 5 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.45M |
Top Sells
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Healthcare | 4.92% |
| 3 | Financials | 4.73% |
| 4 | Communication Services | 3.98% |
| 5 | Consumer Discretionary | 3.94% |
