Morningstar

Strategas Macro Thematic Opportunities ETF SAMT

Morningstar Medalist Rating
Medalist Rating as of | See Strategas Investment Hub

Morningstar’s Analysis SAMT

Will SAMT outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAMT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SAMT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SAMT’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strategas Macro Thematic Opp ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SAMT

More SAMT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

26.79 212M
Cash and Equivalents

Phillips 66

3.46 27M
Energy

AbbVie Inc

3.42 27M
Healthcare

Visa Inc Class A

3.34 26M
Financial Services

Zscaler Inc

3.12 25M
Technology

Chevron Corp

3.06 24M
Energy

Coca-Cola Co

3.01 24M
Consumer Defensive

Eli Lilly and Co

2.98 24M
Healthcare

Palantir Technologies Inc Ordinary Shares - Class A

2.90 23M
Technology

CrowdStrike Holdings Inc Class A

2.88 23M
Technology

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