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Upturn AI SWOT - About
Cabana Target Leading Sector Moderate ETF (CLSM)
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Upturn Advisory Summary
08/14/2025: CLSM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.45% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.52 | 52 Weeks Range 18.24 - 21.54 | Updated Date 06/29/2025 |
52 Weeks Range 18.24 - 21.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
Cabana Target Leading Sector Moderate ETF
ETF Overview
Overview
The Cabana Target Leading Sector Moderate ETF is designed to provide moderate capital appreciation by investing in sectors showing strong relative strength and following a risk-managed approach.
Reputation and Reliability
Cabana Asset Management is a relatively newer player in the ETF market, focusing on risk-managed investment solutions.
Management Expertise
The management team possesses experience in asset allocation and risk management, crucial for target allocation strategies.
Investment Objective
Goal
To achieve moderate capital appreciation while managing downside risk through dynamic sector allocation.
Investment Approach and Strategy
Strategy: The ETF employs a sector rotation strategy, identifying and investing in leading sectors based on relative strength analysis.
Composition The ETF primarily holds other sector-specific ETFs, creating a portfolio diversified across leading areas of the market.
Market Position
Market Share: Market share data for this specific ETF is not widely available as it is a niche product.
Total Net Assets (AUM): 27750000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Competitive Landscape
The competitive landscape is dominated by larger, more established asset allocation ETFs. The advantages of the Cabana ETF are its sector rotation strategy, which could potentially outperform static allocation funds. The disadvantage is that it is a niche product, with lower AUM and limited track record compared to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers, but generally sector rotation strategies perform well in trending markets.
Benchmark Comparison: A suitable benchmark would be a moderate allocation index or a portfolio with a similar risk profile.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume for this ETF is relatively low, indicating lower liquidity compared to more popular ETFs.
Bid-Ask Spread
The bid-ask spread may be wider compared to highly liquid ETFs, increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the ETF's performance.
Growth Trajectory
The ETF's growth depends on its ability to identify and capitalize on leading sectors and manage risk effectively; changes in sector allocation will reflect shifts in the market.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive advantage lies in its dynamic sector allocation strategy, which aims to outperform traditional fixed-allocation portfolios. This approach seeks to capitalize on market trends by identifying and investing in sectors demonstrating relative strength. The fund's risk-managed approach is designed to mitigate downside risk, potentially offering a smoother investment experience. By actively rotating sectors, the ETF aims to deliver enhanced returns compared to passive, static-allocation strategies.
Risk Analysis
Volatility
The ETF's volatility will depend on the volatility of the underlying sector ETFs and the effectiveness of its risk management strategies.
Market Risk
Market risk includes sector-specific risks, as the ETF concentrates its investments in leading sectors, which may be susceptible to downturns.
Investor Profile
Ideal Investor Profile
Investors seeking moderate growth with a willingness to accept sector-specific risks and looking for a dynamic investment approach may find this ETF suitable.
Market Risk
The ETF is best suited for long-term investors who understand sector rotation strategies and are comfortable with moderate levels of risk.
Summary
The Cabana Target Leading Sector Moderate ETF offers a dynamic sector allocation strategy aiming for moderate capital appreciation. It focuses on identifying and investing in leading sectors while managing downside risk. While it is a relatively niche product, it could potentially outperform static allocation funds. The ETF's performance will depend on the effectiveness of its sector rotation and risk management strategies, making it suitable for investors comfortable with sector-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cabana Target Leading Sector Moderate ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.