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CLSM
+12.66 · +114.28%
$23.73 · NASDAQ

Cabana Target Leading Sector Moderate ETF (CLSM) ETF Analysis | Moderate Allocation

Cabana · USA
AUM:$98.8M
#– of – in Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is CLSM?

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. market: communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CLSM returned 14.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$98.8M
Expense Ratio0.79%
Dividend Yield0.87%
Holdings5
Inception DateJul 2021
Domicile–
Distribution–
Index–
ProviderCabana
Beta0.68
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

How would CLSM affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.2%
1Y
+24.5%
3Y
+42.4%
5Y
+9.3%
OpenBook InsightIf you had invested £10,000 in CLSM 5 years ago, it would have grown to £10,934 — a gain of £934.

Annual Returns

Calendar year performance

CLSM delivered positive returns in 3 of the last 5 calendar years.
YearCLSM
2026 YTD+18.1%
2025+15.3%
2024-0.4%
2023+1.6%
2022-26.0%
CAGR 4yr-3.6%
3/5 positive yearsAvg return: +1.7%Worst year: -26.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.5%
Low
Momentum
+3.7%
30-day change
Support Level
26.67
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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