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
$152M
AUM Growth
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$8.24M
3 +$5.86M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.9M
5
XPH icon
SPDR S&P Pharmaceuticals ETF
XPH
+$4.33M

Sector Composition

1 Energy 0.45%
2 Utilities 0.02%
3 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-100,269
77
-44,000
78
-47,920
79
-300
80
-48,675