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
$296M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$5.49M
3
+$3.14M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$2.65M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.31M

Top Sells

1
+$10.5M
2
+$2.76M
3
+$1.12M
4
S
Sprint Corporation
S
+$751K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$629K

Sector Composition

1 Technology 3.38%
2 Financials 2.54%
3 Industrials 2.24%
4 Consumer Discretionary 1.88%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-25,520
77
– –
-46,150
78
– –
-133,000
1 2 3
4