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
$238M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.17M
3
+$897K
4
TSLA icon
Tesla
TSLA
+$199K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$88.9K

Top Sells

1
+$5.52M
2
+$2M
3
+$924K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$775K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$645K

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
– –
-1,719
1 2
3