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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
+4.3%
1 Year Est. Return
+23.24%
3 Year Est. Return
+60.48%
5 Year Est. Return
+60.43%
10 Year Est. Return
–
AUM
$157M
AUM Growth
-$17.6M
(-10%)
Cap. Flow
-$23.2M
Cap. Flow
% of AUM
-14.83%
Top 10 Holdings %
Top 10 Hldgs %
55.58%
Holding
60
New
25
Increased
13
Reduced
15
Closed
6
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$6.89M |
| 2 |
iShares MSCI Thailand ETF
THD
|
+$4.17M |
| 3 |
WisdomTree International AI Enhanced Value Fund
AIVI
|
+$3.19M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$3.18M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.66M |
Top Sells
Sector Composition
| 1 | Energy | 0.28% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Utilities | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SEP
51
DELISTED
Spectra Engy Parters Lp
SEP
| $21K | 0.01% |
+400
| New | +$21K |
|
52
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$744M
| $14K | 0.01% |
530
-356,550
| -100% | -$9.45M |
|
53
Suburban Propane Partners
SPH
$1.21B
| $14K | 0.01% |
+300
| New | +$13.5K |
|
|
APU
54
DELISTED
AmeriGas Partners, L.P.
APU
| $14K | 0.01% |
+300
| New | +$13.7K |
|
55
iShares MSCI Sweden ETF
EWD
$291M
| – | – |
-33,360
| Closed | -$1.22M |
|
56
iShare MSCI Eurozone ETF
EZU
$9.52B
| – | – |
-71,470
| Closed | -$3.02M |
|
57
iShares US Financials ETF
IYF
$4.26B
| – | – |
-183,110
| Closed | -$7.49M |
|
58
Invesco Golden Dragon China ETF
PGJ
$95.9M
| – | – |
-74,340
| Closed | -$2.24M |
|
59
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$345M
| – | – |
-217,850
| Closed | -$5.38M |
|
60
State Street Materials Select Sector SPDR ETF
XLB
$8.35B
| – | – |
-302,580
| Closed | -$7.15M |
|
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