ETF Decision Dashboard

CLSM

Cabana Target Leading Sector Moderate ETF

Moderate Allocation · Cabana

Live price history could not be loaded (Unexpected response for CLSM (not CSV; likely blocked or unknown symbol)). The figures below are omitted rather than estimated.

Snapshot figures (2025-05-25, not current)

Assets
$119M
Yield
2.16%
3Y return
0.7%
5Y return
n/a

Largest other funds in Moderate Allocation

CGBLCapital Group Core Balanced ETF$2.0Bn/a
MPROMonarch ProCap ETF$230M5.1%
OCIOClearShares OCIO ETF$145M7.9%
MSMRMcElhenny Sheffield Managed Risk ETF$113M12.0%
PBLPGIM Portfolio Ballast ETF$59Mn/a
UPARUPAR Ultra Risk Parity ETF$58M-2.0%
BAMABrookstone Active ETF$41Mn/a
BAMYBrookstone Yield ETF$38Mn/a

Funds in one category often hold similar portfolios, so cost and structure usually matter more than the difference in headline returns.

Not investment advice. Past performance does not predict future results.