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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
SCZIshares
Recent Activity
Exited
0%
$207,162
3,060 shares@ $67.7 avg price