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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.08%
20.87%
$52.288M
89,217 shares@ $586.08 avg price
MDYSpdr S&p Midcap 400
Recent Activity
Increased 4.47%
11.25%
$28.184M
49,482 shares@ $569.59 avg price
BRK.BBerkshire Hathaway
Recent Activity
Increased 4.06%
4.97%
$12.449M
27,465 shares@ $453.28 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.39%
3.37%
$8.424M
19,985 shares@ $421.51 avg price
VUGVanguard Index Tr
Recent Activity
Increased 4.66%
2.56%
$6.413M
15,625 shares@ $410.44 avg price
XLISelect Sector Spdr
Recent Activity
Increased 4.18%
2%
$4.996M
37,920 shares@ $131.76 avg price
TFISpdr Ser Tr
Recent Activity
Increased 14.83%
0.43%
$1.071M
23,475 shares@ $45.63 avg price
BNDVanguard Bd Index Fd
Recent Activity
Increased 3.61%
0.38%
$940,223
13,075 shares@ $71.91 avg price
BSVVanguard Bd Index Fd
Recent Activity
Increased 0.48%
0.3%
$729,042
9,435 shares@ $77.27 avg price
MUBIshares Tr
Recent Activity
Increased 10.14%
0.14%
$341,493
3,205 shares@ $106.56 avg price