CA

Cumberland Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.57M
3
+$3.15M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.6M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.48M

Top Sells

1
+$12.7M
2
+$3.61M
3
+$3.31M
4
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$3.01M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.52M

Sector Composition

1 Energy 0.15%
2 Utilities 0.01%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.8%
10,880
+2,950
27
$1.26M 0.78%
11,640
+3,780
28
$1M 0.63%
10,050
+1,180
29
$998K 0.62%
9,850
+4,270
30
$853K 0.53%
18,180
+5,100
31
$523K 0.33%
9,750
32
$31K 0.02%
1,250
-720
33
$27K 0.02%
880
-500
34
$23K 0.01%
516
-184
35
$20K 0.01%
520
-520
36
$18K 0.01%
300
-300
37
$17K 0.01%
800
-1,000
38
$17K 0.01%
600
-600
39
$16K 0.01%
350
-400
40
$15K 0.01%
500
-450
41
$15K 0.01%
520
-540
42
$15K 0.01%
465
-597
43
$13K 0.01%
840
-860
44
$13K 0.01%
300
-400
45
$12K 0.01%
600
-600
46
$12K 0.01%
400
-660
47
$12K 0.01%
500
48
$12K 0.01%
300
-400
49
$10K 0.01%
300
-300
50
$8K 0.01%
200
-300
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2
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