CA

Cumberland Advisors Portfolio holdings

AUM $264M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
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
+$6.69M
2
+$5.81M
3
+$3.38M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.71M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.6M

Top Sells

1
+$12.7M
2
+$3.61M
3
+$3.31M
4
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$3.01M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.77M

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
51
$6K ﹤0.01%
+930
52
– –
-459,165
53
– –
-52,810
54
– –
-57,500
55
– –
-34,090
56
– –
-40,600
57
– –
-6,720
58
– –
-22,470
59
– –
-16,620
60
– –
-698
61
– –
-300
62
– –
-700
63
– –
-50,370
64
– –
-104,855
1 2
3