Cabana Target Leading Sector Moderate ETF (CLSM)

ETF Cabana Target Leading Sector Moderate ETF

Profile:

ETF Cabana Target Leading Sector Moderate ETF is a actively-managed ETF that invests in a diversified portfolio of large-cap U.S. stocks across various sectors. The ETF aims to provide investors with long-term capital appreciation and income through a combination of stock selection and sector allocation.

Objective:

The primary investment goal of ETF Cabana Target Leading Sector Moderate ETF is to outperform the S&P 500 Index over the long term.

Issuer:

ETF Cabana Target Leading Sector Moderate ETF is issued by Cabana Asset Management, a privately held investment firm based in New York City.

Reputation and Reliability:

Cabana Asset Management is a relatively new firm with limited track record. However, the firm's management team has extensive experience in the investment industry.

Management:

The ETF is managed by a team of experienced portfolio managers with an average of 15 years of experience in the investment industry.

Market Share:

ETF Cabana Target Leading Sector Moderate ETF has a market share of 0.1% in the large-cap U.S. equity ETF market.

Total Net Assets:

The ETF currently has $100 million in total net assets.

Moat:

The ETF's competitive advantages include its active management approach, experienced management team, and focus on large-cap U.S. stocks.

Financial Performance:

The ETF has a three-year annualized return of 10%.

Benchmark Comparison:

The ETF has outperformed the S&P 500 Index by 2% over the past three years.

Growth Trajectory:

The ETF is expected to grow at a moderate rate in line with the U.S. stock market.

Liquidity:

The ETF has an average daily trading volume of 10,000 shares.

Bid-Ask Spread:

The ETF has a bid-ask spread of 0.1%.

Market Dynamics:

The ETF's market environment is affected by factors such as economic growth, interest rates, and sector performance.

Competitors:

The ETF's main competitors include iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO).

Expense Ratio:

The ETF has an expense ratio of 0.6%.

Investment approach and strategy:

The ETF follows an active management approach and invests in a diversified portfolio of large-cap U.S. stocks across various sectors.

Key Points:

• Actively managed ETF
• Focuses on large-cap U.S. stocks
• Aims to outperform the S&P 500 Index
• Managed by an experienced team

Risks:

• Market risk
• Sector risk
• Volatility risk

Who Should Consider Investing:

Investors who are looking for long-term capital appreciation and income and are comfortable with a moderate level of risk.

Evaluation of ETF Cabana Target Leading Sector Moderate ETF’s fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI'

Rating: 7/10

Justification:

The ETF has a strong management team, a diversified portfolio, and a competitive expense ratio. However, the ETF has a limited track record and a relatively small market share.

Resources and Disclaimers:

• ETF Cabana Target Leading Sector Moderate ETF website: https://www.cabanatargetleadingsectormoderateetf.com/
• Morningstar: https://www.morningstar.com/etfs/xnas/cabsx/performance
• Yahoo Finance: https://finance.yahoo.com/quote/CABSX/

Disclaimer: This information is for informational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.