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CLSMETC Cabana Target Leading Sector Moderate ETF

Grow my money#1894 of 2944 for Grow my money

Seeks to provide long-term growth.

Cabana · Since 2021 (4 years)

Annual Cost

0.82%

#4020 out of 5,332 ETFs

Fund Size

$87M

#2853 out of 5,332 ETFs

Dividend Yield

0.90%

Track Record

4 years

#2488 out of 5,332 ETFs

Performance

1 Year

+29.8%

3 Years

+10.6%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
89.4%
Other
9.8%
Cash
0.8%

Sector breakdown

Utilities
35.4%
Technology
26.9%
Financial Services
11.7%
Basic Materials
7.2%
Real Estate
5.5%
Energy
4.4%
Industrials
3.2%
Consumer Defensive
3.0%
Other
2.7%

Top holdings

State Street®UtilSelSectSPDR®ETFXLU30.3%
iShares Latin America 40 ETFILF30.2%
State Street®TechSelSectSPDR®ETFXLK24.3%
Goldman Sachs Physical Gold ETFAAAU9.8%
Vanguard Real Estate ETFVNQ4.7%

Risk profile

Volatility (1Y)

12.4%

Moderate

Max drawdown

-27.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.59

Decent risk-adjusted returns

Sortino (3Y)

0.81

Moderate downside risk

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Data updated on 2026-05-05