CLSM

Cabana$25.41-0.11 (-0.44%)
AUM $114.3MER 0.82%NAV $23.54Holdings 5

Price Chart

Key Statistics

Previous Close

$25.52

Day Range

$25.40$25.42

52-Week Range

$20.01$25.52

Avg Volume

8.9K

Dividend Yield

0.88%

Expense Ratio

0.82%

AUM

$114.3M

Shares Outstanding

3.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Utilities35.43%
Technology26.95%
Financial Services11.68%
Basic Materials7.15%
Real Estate5.47%
Energy4.44%
Industrials3.17%
Consumer Defensive3.04%
Communication Services1.83%
Consumer Cyclical0.44%
Healthcare0.40%

Country Allocation

CountryWeight %
Other0.00%
United States0.00%

Fund Information

Issuer
Cabana
Category
Utilities
Inception Date
Jul 13, 2021
Exchange
NASDAQ
Description
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by allocating its assets among ETFs that invest in securities of companies in the various sectors of the U.S. market: communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities. It is non-diversified.

Similar ETFs

SymbolNameAUM
XLUState Street Utilities Select Sector SPDR ETF$24.18B
DVYiShares Select Dividend ETF$22.36B
HYGiShares iBoxx $ High Yield Corporate Bond ETF$17.39B
VPUVanguard Utilities ETF$10.80B
IGFiShares Global Infrastructure ETF$10.44B

The ETC Cabana Target Leading Sector Moderate ETF (CLSM) is an exchange-traded fund issued by Cabana that launched on Jul 13, 2021. It currently manages $114.3M in assets under management. The fund charges an expense ratio of 0.82%. The fund holds 5 securities in its portfolio. It falls under the Utilities category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1QQQINVESCO QQQ TRUST SERIES 136.10%248,800$0
2VCRVANGUARD CONSUMER DISCRETIONARY ETF27.89%219,492$0
3VOOVANGUARD S&P 500 ETF26.25%162,854$0
4BLVVANGUARD LONG-TERM BOND ETF9.57%236,775$0
5N/ACASH & OTHER0.19%477,174$0

Detailed Returns

PeriodReturnETF
1D
-0.44%
1W
+1.60%
1M
+12.34%
3M
+4.44%
6M
+7.44%
YTD
+8.47%
1Y
+27.02%
3Y
+25.54%
5Y
+1.81%

Moving Averages

20-Day MA

$24.21

Above 20-Day MA
50-Day MA

$23.87

Above 50-Day MA
200-Day MA

$23.13

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.52

Current Price

$25.41

52-Week Low

$20.01

$20.01$25.52

Current Yield

0.88%

Annual Dividend

$1.8061

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.2088Dec 31, 2025
Dec 30, 2024$0.4331Dec 31, 2024
Dec 26, 2023$0.5262Dec 29, 2023
Dec 27, 2022$0.6380Dec 30, 2022
Dec 30, 2021$0.1602Jan 4, 2022

Dividend Payments Over Time

Category Comparison

MetricCLSMUtilities(94 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.82%0.78%0.80%
AUM$114.3M$1.69B$325.7M
Dividend Yield0.88%3.16%6.78%
Avg Volume8.9K925.5K144.4K
Holdings522583
Performance
1-Month Return+10.48%+2.59%+3.51%
6-Month Return+9.61%+5.59%-0.34%
YTD Return+9.83%+7.48%+2.47%
1-Year Return+31.69%+20.37%+13.40%

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