Key stats
About Cabana Target Leading Sector Moderate ETF
Home page
Inception date
Jul 13, 2021
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Exchange Traded Concepts LLC
Distributor
Foreside Fund Services LLC
CLSM is an actively managed fund-of-funds that allocates its exposure based on economic conditions and market outlook for five broad asset classes: equities, fixed income, real estate, currencies, and commodities. Equities include both domestic and foreign companies, including emerging markets. Fixed income securities have no restrictions in maturity, quality, or duration. The sub-adviser uses a proprietary algorithm that combines fundamental economic and technical price data to identify investments in sectors that appear to be attractive. The fund can also allocate across less-/non-correlated assets to manage volatility or any potential market declines. The fund seeks a balance between capital preservation and growth. On January 8, 2024, the fund acquired all assets and liabilities of Cabana Target Leading Sector Aggressive ETF (ticker: CLSA) and Cabana Target Leading Sector Conservative ETF (ticker: CLSC), which had $39 million and $24 million in assets, respectively.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.69%
Cash0.31%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.