CA
Cumberland Advisors Portfolio holdings
AUM
$261M
1-Year Est. Return
17.17%
1 Year Est. Return
+17.17%
AUM
$238M
AUM Growth
+$17.1M
(+7.8%)
Holding
51
Top Buys
| 1 | +$3.9M | |
| 2 | +$1.24M | |
| 3 | +$970K | |
| 4 |
Tesla
TSLA
|
+$210K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$85K |
Top Sells
| 1 | +$6.42M | |
| 2 | +$2.12M | |
| 3 | +$952K | |
| 4 |
iShares US Medical Devices ETF
IHI
|
+$808K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$681K |
Sector Composition
| 1 | Financials | 7.24% |
| 2 | Industrials | 6.25% |
| 3 | Technology | 5.83% |
| 4 | Communication Services | 4.93% |
| 5 | Consumer Discretionary | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$315B
| – | – |
-1,300
|
|