CL

Cabana LLC Portfolio holdings

AUM $16.4M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$55.2M
2 +$52M
3 +$51M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.7M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$43.7M

Sector Composition

1 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-85,605
52
-425,355