— Know what they know.
Not Investment Advice

SAMT

Strategas Macro Thematic Opportunities ETF
1W: -2.3% 1M: +4.3% 3M: +14.2% YTD: +15.5% 1Y: +41.0% 3Y: +107.7%
$45.76
+0.76 (+1.69%)
 
Weekly Expected Move ±3.5%
$42 $44 $45 $47 $48
ETF AMEX · AUM $290.6M
Key Statistics
AUM$291M
Holdings50
Top 10 Wt31.0%
Volume83,020
Avg Volume127,498
Beta0.90
Portfolio Fundamentals
P/E25.1
P/B6.9
Div Yield1.88%
ROE29.1%
% Profitable83%
Inception2022-01-25
Sector Allocation
Financial Services 26.1%
Consumer Cyclical 17.3%
Industrials 11.2%
Consumer Defensive 10.5%
Basic Materials 6.7%
Healthcare 6.4%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 HOULIHAN LOKEY INC HLI 3.58% 168
2 PJT PARTNERS INC - A PJT 3.57% 262
3 LAZARD LTD-CL A LAZ 3.55% 406
4 PIPER SANDLER COS PIPR 3.54% 114
5 MOELIS & CO - CLASS A MC 3.52% 314
6 EVERCORE INC - A EVR 3.49% 144
7 GREENHILL & CO INC GHL 3.34% 1,006
8 Cash 2.61% 12,519
9 DELTA AIR LINES INC DAL 2.16% 270
10 CHOICE HOTELS INTL INC CHH 2.15% 74

Recent Holding Changes

No recent changes

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms