CA

Cumberland Advisors Portfolio holdings

AUM $238M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.98M
3
+$1.97M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$1.29M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$700K

Top Sells

1
+$9.94M
2
+$5.5M
3
+$4.8M
4
EWK icon
iShares MSCI Belgium ETF
EWK
+$3.11M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.06M

Sector Composition

1 Energy 0.14%
2 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-750
52
– –
-116,390
53
– –
-172,435
54
– –
-209,730
55
– –
-23,930
56
– –
-47,190
57
– –
-615,875
58
– –
-70,040
59
– –
-11,630
60
– –
-27,360
1 2
3