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Wednesday, August 19, 2026The Morning Brief →Sign in
CLSMCABANA TARGET LEADING SECTOR MODERATE ETF

CABANA TARGET LEADING SECTOR MODERATE ETF

$27.54+0.37% today
222852-WK
Price & daily flows
26.825.023.327.54DAILY NET FLOWAug 19Dec 16Apr 17Aug 19

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +18.4% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$170Massets under management
expense ratio
net flow, trailing month
6Kavg daily volume, 30 days
5holdings · US-domiciled
2024listed April 28, 2024 · beta 1.03
Sector weights
ETF99.84%
Healthcare32.22%
Energy28.65%
Technology21.44%
Communication Services5.25%
Consumer Cyclical4.4%
Consumer Defensive2.48%
Utilities1.85%
Industrials1.5%
Financial Services1.46%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States98.92%
Netherlands0.4%
China0.23%
Brazil0.18%
United Kingdom0.18%
Singapore0.06%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-0.4%
1 month+3.8%
3 months+2.6%
6 months+15.6%
YTD+18.4%
1 year
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
17%realized volatility, 30 days (annualized)
15%realized volatility, 1 year
-8.5%deepest fall from a peak, 1 year
-2.0%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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