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SAMTStrategas Macro Thematic Opportunities ETF

Grow my money#1111 of 2944 for Grow my money

Seeks long-term capital appreciation.

Strategas Asset Management, LLC · Since 2022 (4 years)

Annual Cost

0.66%

#3194 out of 5,332 ETFs

Fund Size

$519M

#1402 out of 5,332 ETFs

Dividend Yield

0.69%

Track Record

4 years

#2673 out of 5,332 ETFs

Performance

1 Year

+47.3%

3 Years

+26.4%

5 Years

N/A

What's inside

Asset class
Strategy
tactical allocation

Asset allocation

Stocks
81.0%
Cash
19.0%

Top holdings

Quanta Services IncPWR3.8%
Entergy CorpETR3.4%
Edison InternationalEIX3.2%
Occidental Petroleum CorpOXY3.2%
Marriott International Inc Class AMAR3.1%
Venture Global Inc Ordinary Shares - Class AVG3.0%
Sphere Entertainment Co Ordinary Shares - Class ASPHR2.9%
Chevron CorpCVX2.8%
Walmart IncWMT2.8%
Amprius Technologies IncAMPX2.8%

Risk profile

Volatility (1Y)

15.8%

Moderate

Max drawdown

-20.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.38

Excellent risk-adjusted returns

Sortino (3Y)

2.00

Good downside protection

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Data updated on 2026-05-05