Cumberland Advisors Inc


Assets, Funds, Holdings

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Cumberland Advisors Inc
CRD #107964
SEC #801-55344
CIK #1255435
AUM $3.6 BB (100% Disc, 99% US, 2020-03-19)
Employees35 (54% Investors, 0% Brokers)
AddressOne Sarasota Tower
Sarasota, FL 34236
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
SPY 36.1
UPRO 26.5
MDY 23.1
XAR 16.1
IHI 13.5
XBI 13.3
IYT 12.5
GDX 10.6
XOP 9.9
XLV 9.6
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Robertson Stephens Inc
CA 3.6
1838 Investment Advisors Inc
PA 3.6
SIT Investment Associates Inc
MN 3.6
Kore Private Wealth LLC
NY 3.6
Gregory J Schwartz & Co Inc
MI 3.6
HS Management Partners LLC
NY 3.6
Chase & MD Sass Partners
NY 3.6
Advisory Services Network LLC
GA 3.6
Aristotle Capital Boston LLC
MA 3.5
McAdams Wright Ragen Inc
WA 3.5
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