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Timothy Lyle

@Cumberland Advisors Inc

Latest period2024 - Q4ReportedManaged Assets$250.631MTotal holdings49
Assets growth rate-0.41%Assets growth rate (2-Q avg)1.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cumberland Advisors Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Cumberland Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 250.631M in assets, with a quarterly growth rate of -0.41% and a 2-quarter average growth rate of 1.32%. The portfolio is managed by Timothy Lyle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XARSpdr Series Trust
Recent Activity
Decreased -4.29%
9.56%
$23.941M
144,379 shares@ $165.83 avg price
IJRIshares Tr
Recent Activity
Decreased -1.97%
6.31%
$15.79M
137,040 shares@ $115.23 avg price
XLESelect Sector Spdr
Recent Activity
Decreased -0.79%
4.25%
$10.651M
124,342 shares@ $85.67 avg price
IBBIshares Tr
Recent Activity
Decreased -3.74%
3.91%
$9.793M
74,073 shares@ $132.21 avg price
ACWXIshares
Recent Activity
Decreased -4.22%
3.08%
$7.716M
147,935 shares@ $52.17 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -0.23%
2.36%
$5.9M
8,375 shares@ $704.44 avg price
IHIIshares
Recent Activity
Decreased -0.74%
2.32%
$5.803M
99,450 shares@ $58.36 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -0.54%
1.39%
$3.479M
91,350 shares@ $38.08 avg price
EWCIshares Inc
Recent Activity
Decreased -4.94%
0.88%
$2.197M
54,510 shares@ $40.3 avg price
EWJIshares Inc
Recent Activity
Decreased -5.08%
0.83%
$2.075M
30,930 shares@ $67.1 avg price