CA

Cumberland Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$13.7M
2 +$7.19M
3 +$4.02M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.35M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.23M

Sector Composition

1 Energy 0.36%
2 Utilities 0.01%
3 Consumer Discretionary 0.01%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,000