TDSA

$20.47 ()
AUM $6.1MER 0.83%NAV $20.47Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

5.3K

Dividend Yield

Expense Ratio

0.83%

AUM

$6.1M

Shares Outstanding

Sector Breakdown

SectorWeight %
Real Estate35.52%
Technology24.26%
Consumer Cyclical8.61%
Industrials6.74%
Healthcare6.69%
Communication Services6.48%
Financial Services4.74%
Consumer Defensive3.13%
Energy1.59%
Basic Materials1.22%
Utilities1.02%

Fund Information

Category
Real Estate
Inception Date
Sep 22, 2020
Description
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective with limited volatility and reduced correlation to the overall performance of the equity markets by allocating its assets among the following five major asset classes – equities, fixed income securities, real estate, currencies, and commodities. The Sub-Adviser’s target drawdown for the fund is 5%; however, there can be no assurance, and the fund, the Adviser, and the Sub-Adviser do not represent or guarantee, that this target will be maintained.

Similar ETFs

SymbolNameAUM
IAUiShares Gold Trust$72.97B
VNQVanguard Real Estate ETF$64.60B
SCHHSchwab U.S. REIT ETF$9.80B
XLREState Street Real Estate Select Sector SPDR ETF$7.84B
IAUMiShares Gold Trust Micro$7.36B

The Cabana Target Drawdown 5 ETF (TDSA) is an exchange-traded fund that launched on Sep 22, 2020. It currently manages $6.1M in assets under management. The fund charges an expense ratio of 0.83%. It falls under the Real Estate category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
3Y
-1.85%
5Y
-18.25%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

$20.47

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricTDSAReal Estate(117 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.83%0.57%0.80%
AUM$6.1M$1.99B$325.7M
Dividend Yield4.93%6.78%
Avg Volume5.3K537.0K144.4K
Holdings8283
Performance
1-Month Return+6.97%+3.51%
6-Month Return+4.39%-0.34%
YTD Return+6.92%+2.47%
1-Year Return+15.55%+13.40%

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