CP

Cumberland Partners Portfolio holdings

AUM $1.63B
1-Year Est. Return 26.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.08M
3
+$4.32M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$3.86M
5
DFS
Discover Financial Services
DFS
+$3.29M

Top Sells

1
+$18.3M
2
+$12.8M
3
+$11.8M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$10.2M
5
INTC icon
Intel
INTC
+$5.76M

Sector Composition

1 Financials 24.79%
2 Healthcare 15.08%
3 Communication Services 12.14%
4 Technology 11.41%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
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