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Cabana Target Leading Sector Mod ETF CLSM

Medalist Rating as of | See Cabana Investment Hub

Morningstar’s Analysis CLSM

Will CLSM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Cabana Target Leading Sector Mod ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings CLSM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Technology Select Sector SPDR® ETF

19.99 40.6 Mil

SPDR® Nuveen Blmbg Hi Yld Muncpl Bd ETF

19.71 40.0 Mil

Industrial Select Sector SPDR® ETF

15.32 31.1 Mil

JPMorgan Equity Premium Income ETF

14.94 30.3 Mil

Janus Henderson AAA CLO ETF

14.57 29.6 Mil

Vanguard Real Estate ETF

10.02 20.4 Mil

Utilities Select Sector SPDR® ETF

5.13 10.4 Mil

Invesco Govt Agency Instl 1901

0.34 682,058
Cash and Equivalents

Cash

−0.01 −30,033
Cash and Equivalents