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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Invesco NASDAQ 100 ETF | 32.74 | 58.3 Mil | — |
The Health Care Select Sector SPDR® ETF | 30.09 | 53.6 Mil | — |
The Energy Select Sector SPDR® ETF | 26.69 | 47.5 Mil | — |
The Technology Select Sector SPDR® ETF | 5.60 | 10.0 Mil | — |
iShares Select Dividend ETF | 4.80 | 8.5 Mil | — |
Cash | 0.09 | 164,710 | Cash and Equivalents |