The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Cabana Target Leading Sector Mod ETF CLSM
Morningstar’s Analysis CLSM
Will CLSM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Invesco NASDAQ 100 ETF | 31.71 | 56.2 Mil | — |
Health Care Select Sector SPDR® ETF | 29.86 | 52.9 Mil | — |
Energy Select Sector SPDR® ETF | 27.98 | 49.5 Mil | — |
Technology Select Sector SPDR® ETF | 5.30 | 9.4 Mil | — |
iShares Select Dividend ETF | 5.00 | 8.9 Mil | — |
Invesco Govt Agency Instl 1901 | 0.16 | 275,969 | Cash and Equivalents |