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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
EWTIshares Inc
Recent Activity
Decreased -4.24%
0.82%
$2.055M
39,700 shares@ $51.76 avg price
INDAIshares Msci
Recent Activity
Decreased -4.64%
0.8%
$1.983M
37,680 shares@ $52.64 avg price
OXYOccidental Pete Corp
Recent Activity
Decreased -2.53%
0.76%
$1.902M
38,500 shares@ $49.41 avg price
MATMattel Inc
Recent Activity
Decreased -15.49%
0.58%
$1.45M
81,800 shares@ $17.73 avg price
BABAAlibaba Group Hldg
Recent Activity
Decreased -8.99%
0.36%
$900,894
10,625 shares@ $84.8 avg price
PSTProshares Tr Etf
Recent Activity
Decreased -5.17%
0.32%
$790,937
33,000 shares@ $23.97 avg price
WFCWells Fargo & Co
Recent Activity
Decreased -4.42%
0.31%
$758,592
10,800 shares@ $70.24 avg price