CA
Cumberland Advisors Portfolio holdings
AUM
$238M
This Quarter Return
+9.67%
1 Year Return
+15.52%
3 Year Return
+63.52%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(-7.8%)
Cap. Flow
-$23.2M
Cap. Flow
% of AUM
-13.74%
Top 10 Holdings %
Top 10 Hldgs %
64.15%
Holding
61
New
17
Increased
8
Reduced
9
Closed
25
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$18.7M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$17.4M |
| 3 |
iShares MSCI United Kingdom ETF
EWU
|
$7.37M |
| 4 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$5.11M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$4.19M |
Top Sells
| 1 |
SPDR S&P Insurance ETF
KIE
|
$12.1M |
| 2 |
Invesco KBW Bank ETF
KBWB
|
$11.3M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$10.6M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$8.81M |
| 5 |
Invesco S&P 500 Revenue ETF
RWL
|
$7.71M |
Sector Composition
| 1 | Energy | 0.02% |
| 2 | Communication Services | 0% |
