CA
Cumberland Advisors Portfolio holdings
AUM
$238M
This Quarter Return
-1.72%
1 Year Return
+15.52%
3 Year Return
+63.52%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(-1.9%)
Cap. Flow
-$421K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
65.02%
Holding
66
New
3
Increased
24
Reduced
10
Closed
6
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.33M |
| 2 |
iShares MSCI Chile ETF
ECH
|
$1.92M |
| 3 |
iShares MSCI Sweden ETF
EWD
|
$1.83M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
$1.72M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.47M |
Top Sells
| 1 |
SPDR S&P Insurance ETF
KIE
|
$4.44M |
| 2 |
iShares MSCI India ETF
INDA
|
$3.43M |
| 3 |
Invesco KBW Bank ETF
KBWB
|
$2.92M |
| 4 |
SPDR S&P Emerging Asia Pacific ETF
GMF
|
$2.15M |
| 5 |
iShares MSCI Thailand ETF
THD
|
$2.03M |
Sector Composition
| 1 | Energy | 0.35% |
| 2 | Utilities | 0.01% |
| 3 | Consumer Discretionary | 0.01% |
