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CA

Cumberland Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
-1.24%
1 Year Est. Return
+23.24%
3 Year Est. Return
+60.48%
5 Year Est. Return
+60.43%
10 Year Est. Return
–
AUM
$255M
AUM Growth
-$8.29M
Cap. Flow
-$2.16M
Cap. Flow %
-0.84%
Top 10 Hldgs %
66%
Holding
50
New
1
Increased
7
Reduced
18
Closed
2

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.37M
2
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$545K
3
BND icon
Vanguard Total Bond Market
BND
+$311K
4
CVX icon
Chevron
CVX
+$217K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$161K

Top Sells

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.56M
2
MAT icon
Mattel
MAT
+$853K
3
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$618K
4
V icon
Visa
V
+$224K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$136K

Sector Composition

1 Industrials 8%
2 Financials 5.75%
3 Technology 4.97%
4 Communication Services 4.55%
5 Consumer Discretionary 3.42%

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