$149 Million is the total value of CUMBERLAND ADVISORS INC's 41 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ETP | Exit | Energy Tfr Prtnrsunit lp int | $0 | – | -428 | -100.0% | -0.01% | – |
EPD | Exit | Enterprise Prods Partners L | $0 | – | -550 | -100.0% | -0.01% | – |
UPRO | Exit | Proshares TRultrapro s&p 500 | $0 | – | -2,505 | -100.0% | -0.07% | – |
IVV | Exit | ISHARES TRcore s&p 500 etf | $0 | – | -1,465 | -100.0% | -0.25% | – |
DFE | Exit | Wisdomtree Treurope smcp dv | $0 | – | -29,650 | -100.0% | -1.21% | – |
EWH | Exit | ISHARES INCmsci hong kong | $0 | – | -100,190 | -100.0% | -1.52% | – |
VWO | Exit | VANGUARD INTL EQUITYftse emr mkt | $0 | – | -116,805 | -100.0% | -3.08% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -70,400 | -100.0% | -3.15% | – |
KBWB | Exit | Powershares ETF Trustkbw bk port | $0 | – | -227,765 | -100.0% | -7.63% | – |
XLG | Exit | Rydex ETF TRgug russ top 50 | $0 | – | -66,470 | -100.0% | -8.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 44 | Q2 2024 | 23.7% |
SPDR S&P MIDCAP 400 ETF TR | 44 | Q2 2024 | 10.3% |
ISHARES TR | 39 | Q2 2024 | 5.8% |
VANGUARD MSCI PACIFIC ETF | 35 | Q1 2024 | 3.2% |
ISHARES TR | 33 | Q2 2024 | 6.9% |
ISHARES INC | 30 | Q2 2024 | 3.0% |
Vanguard Intl Equity Ind | 30 | Q2 2024 | 1.8% |
ISHARES INC | 30 | Q2 2024 | 2.1% |
SELECT SECTOR SPDR TR | 29 | Q2 2023 | 8.9% |
SPDR SERIES TRUST | 28 | Q2 2024 | 10.5% |
View CUMBERLAND ADVISORS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-07-10 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-20 |
View CUMBERLAND ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.