CA
Cumberland Advisors Portfolio holdings
AUM
$238M
This Quarter Return
+6.02%
1 Year Return
+15.52%
3 Year Return
+63.52%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+14%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
10.27%
Top 10 Holdings %
Top 10 Hldgs %
60.43%
Holding
57
New
2
Increased
15
Reduced
19
Closed
20
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$12.4M |
| 2 |
iShares Select Dividend ETF
DVY
|
$12.2M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.39M |
| 4 |
Invesco KBW Bank ETF
KBWB
|
$4.79M |
| 5 |
iShares Biotechnology ETF
IBB
|
$4.29M |
Top Sells
Sector Composition
| 1 | Energy | 0.01% |
| 2 | Consumer Discretionary | 0% |