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
$172M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 0.84%
2 Energy 0.42%
3 Utilities 0.02%
4 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-600
77
-900
78
-122,780
79
-531