Strategas Macro Momentum ETF SAMM

Morningstar Medalist Rating

Morningstar’s Analysis SAMM

Will SAMM outperform in the future?

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

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Morningstar Automated Analysis

Summary

Strategas Macro Momentum ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SAMM

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

3.281M
Technology

Charles River Laboratories International Inc

3.191M
Healthcare

Centene Corp

3.121M
Healthcare

Marathon Petroleum Corp

3.021M
Energy

Royalty Pharma PLC Class A

2.911M
Healthcare

Moderna Inc

2.901M
Healthcare

Valero Energy Corp

2.861M
Energy

Phillips 66

2.861M
Energy

HF Sinclair Corp

2.831M
Energy

Target Corp

2.831M
Consumer Defensive

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