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

Top Buys

1
+$6.88M
2
+$4.47M
3
+$4.29M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$4.12M
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$3.89M

Top Sells

1
+$6.3M
2
+$4.9M
3
+$4.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.92M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.64M

Sector Composition

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