CUMBERLAND ADVISORS INC
Long Only Manager
CUMBERLAND ADVISORS INC is a Long Only Manager based in Sarasota, FL led by Mark James Myers, reporting $3.3B in AUM as of Q3 2025 with 68% ETF concentration, 67% concentrated in top 10 holdings, and 23% allocation to SPY.
CEOMark James Myers
- Portfolio Value
- $260.5M
- Positions
- 48
- Top Holding
- SPY at 23.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CUMBERLAND ADVISORS INC's portfolio (66.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $60.6M | 23.24% | +$1.7M Bought | — 90.9K shares | |
ETF ETF | $26.4M | 10.14% | -$238.4K Sold | — 44.3K shares | |
ETF ETF | $18.6M | 7.15% | -$328.2K Sold | — 79.3K shares | |
Insurance - Diversified Financial Services | $14.1M | 5.42% | +$247.9K Bought | 0.00% 28.1K shares | |
ETF ETF | $11.1M | 4.26% | +$80.0K Bought | — 170.7K shares | |
Software - Infrastructure Technology | $10.3M | 3.97% | +$10.4K Bought | 0.00% 19.9K shares | |
ETF ETF | $9.4M | 3.62% | -$75.1K Sold | — 65.4K shares | |
ETF ETF | $7.9M | 3.02% | -$901.2 Sold | — 131.0K shares | |
Rental & Leasing Services Industrials | $7.7M | 2.97% | -$38.2K Sold | 0.01% 8.1K shares | |
ETF ETF | $7.3M | 2.82% | +$3.5M Bought | — 123.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CUMBERLAND ADVISORS INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+89.33% | |
+68.18% | |
+56.96% | |
+11.71% | |
+8.49% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-26.55% | |
-18.52% | |
-5.81% | |
-5.36% |
Analytics
Portfolio insights and performance metrics for CUMBERLAND ADVISORS INC
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