The portfolio maintains a sizable 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 99.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
SPDR® Nuveen Blmbg Hi Yld Muncpl Bd ETF | 19.69 | 36.6 Mil | — |
Technology Select Sector SPDR® ETF | 19.14 | 35.6 Mil | — |
Industrial Select Sector SPDR® ETF | 15.68 | 29.1 Mil | — |
JPMorgan Equity Premium Income ETF | 14.90 | 27.7 Mil | — |
Janus Henderson AAA CLO ETF | 14.82 | 27.5 Mil | — |
Vanguard Real Estate ETF | 9.58 | 17.8 Mil | — |
Utilities Select Sector SPDR® ETF | 5.45 | 10.1 Mil | — |
Invesco Govt Agency Instl 1901 | 0.75 | 1.4 Mil | Cash and Equivalents |