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CP

Cumberland Partners Portfolio holdings

AUM $1.32B
1-Year Est. Return 30.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.31M
3
+$4.6M
4
UNH icon
UnitedHealth
UNH
+$3.87M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.63M

Top Sells

1
+$5.14M
2
+$4.18M
3
+$3.3M
4
DOO
Bombardier Recreational Products
DOO
+$2.98M
5
STAG icon
STAG Industrial
STAG
+$2.95M

Sector Composition

1 Financials 20.69%
2 Technology 17.4%
3 Industrials 16.96%
4 Communication Services 11.62%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.02%
+1,000
177
$161K 0.01%
35,045
178
$123K 0.01%
10,794
179
– –
-39,200
180
– –
-366,705
181
– –
-6,132
182
– –
-2,000
183
– –
-18,000
184
– –
-1,000
185
– –
-1,100
186
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-8,000
187
– –
-7,500
188
– –
-17,500
189
– –
-900
190
– –
-5,035
191
– –
-650
192
– –
-17,310
193
– –
-11,070
194
– –
-4,500
195
– –
-35,000
196
– –
-68,879
4 5 6 7
8