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
$289M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$9.58M
3 +$5.7M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$3.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.06M

Top Sells

1 +$36.9M
2 +$17.9M
3 +$9.93M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$8.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.56M

Sector Composition

1 Technology 3.49%
2 Financials 2.46%
3 Consumer Discretionary 2%
4 Industrials 1.72%
5 Energy 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-107,715