Strategas Macro Thematic Opportunities ETF SAMT

Morningstar Medalist Rating

Morningstar’s Analysis SAMT

Will SAMT 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 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.

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Portfolio Holdings SAMT

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

23.02177M
Cash and Equivalents

AbbVie Inc

3.5927M
Healthcare

Visa Inc Class A

3.5527M
Financial Services

Eli Lilly and Co

3.3926M
Healthcare

Coca-Cola Co

3.2225M
Consumer Defensive

Target Corp

3.1224M
Consumer Defensive

Chevron Corp

2.9122M
Energy

Johnson & Johnson

2.8722M
Healthcare

Cardinal Health Inc

2.8422M
Healthcare

Walmart Inc

2.7321M
Consumer Defensive

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