CLSMETC Cabana Target Leading Sector Moderate ETF
Seeks to provide long-term growth.
By Cabana · Launched 2021
Annual Cost
0.82%
#4,488 of 6,062 · expensive
Fund Size
$97M
#3,129 of 6,062 · mid-size
Return (1Y)
+21.9%
Track Record
5 years
#2,384 of 6,062 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,191+21.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 100.1% of funddiversified through underlying funds
SELECT SECTOR SPDR TRUST (THE)
30.8%
INVESCO EXCHANGE-TRADED FUND TRUST II
30.4%
SELECT SECTOR SPDR TRUST (THE)
29.6%
GOLDMAN SACHS ASSET MANAGEMENT LP
9.1%
BBH SWEEP VEHICLE
0.1%
Asset allocation
Stocks
91.6%
Other
8.2%
Cash
0.3%
By sector
Technology
56.1%
Consumer Defensive
31.8%
Communication
4.3%
Consumer Cyclical
4.2%
Healthcare
1.3%
Industrials
1.3%
Utilities
0.4%
Basic Materials
0.3%
Other
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.1%Moderate
Year-on-year price swings
Max drawdown
-27.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.74Decent risk-adjusted returns
Sortino (3Y)
1.03Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks to provide long-term growth.
- Strategy
- Actively managed ETF that allocates assets among ETFs investing in U.S. sectors: communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities. Utilizes a moderate investment style to balance capital preservation and growth, while managing portfolio volatility and reducing exposure to down markets.
- Inception date
- July 12, 2021
- Fund family
- Cabana
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Data updated on 2026-09-19