CA
Continuum Advisory Portfolio holdings
AUM
$831M
This Quarter Return
+4.86%
1 Year Return
+15.41%
3 Year Return
+55.89%
5 Year Return
+85.79%
10 Year Return
–
AUM
$83.3M
AUM Growth
–
Cap. Flow
+$83.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.6%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$5.13M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$4.84M |
| 3 |
Apple
AAPL
|
$4.23M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.52M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 6.5% |
| 2 | Technology | 6.43% |
| 3 | Financials | 5.02% |
| 4 | Consumer Staples | 4.85% |
| 5 | Healthcare | 3.38% |
