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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
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
XLISelect Sector Spdr
Recent Activity
Increased 4.18%
2%
$4.996M
37,920 shares@ $131.76 avg price
METAMeta Platforms Inc
Recent Activity
1.98%
$4.948M
8,450 shares@ $585.52 avg price
AAPLApple Inc
Recent Activity
1.95%
$4.88M
19,487 shares@ $250.43 avg price
GOOGAlphabet Inc
Recent Activity
1.54%
$3.837M
20,150 shares@ $190.44 avg price
CATCaterpillar Inc
Recent Activity
1.43%
$3.573M
9,850 shares@ $362.76 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -0.54%
1.39%
$3.479M
91,350 shares@ $38.08 avg price
MELIMercadolibre Inc
Recent Activity
1.31%
$3.282M
1,930 shares@ $1700.44 avg price
CMICummins Inc
Recent Activity
1.19%
$2.981M
8,550 shares@ $348.6 avg price