SAMT The Advisorsa€™ Inner Circle Fund III

74

NYSE ARCA | ETF

Price
$38.55
Decreased by -0.67%
Dollar volume (20D)
1.85 M
ADR%
1.34
Industrials - 20.92%Healthcare - 14.98%Technology - 12.85%Financial Services - 11.41%Utilities - 11.41%Communication Services - 10.38%Consumer Cyclicals - 9.20%Consumer Defensive - 6.37%Basic Materials - 2.48%Energy - 0.00%Real Estate - 0.00%
Industrials - 20.92%
Healthcare - 14.98%
Technology - 12.85%
Financial Services - 11.41%
Utilities - 11.41%
Communication Services - 10.38%
Consumer Cyclicals - 9.20%
Consumer Defensive - 6.37%
Basic Materials - 2.48%
Energy - 0.00%
Real Estate - 0.00%

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing principally in common stocks ofU. S. companies that Strategas Asset Management, LLC (the "Adviser") believes most highly correlate to macro-thematic trends.

It may invest in securities of companies with any market capitalization, though certain liquidity parameters are required for a security to be considered.

Top 20 Holdings

Asset Name Sector Industry Weight
COST Costco Wholesale Corp Consumer Defensive Discount Stores 3.77%
BWIN The Baldwin Insurance Group, Inc. Financial Services Insurance Brokers 3.69%
OXY Occidental Petroleum Corporation Energy Oil & Gas E&P 3.37%
RKLB Rocket Lab USA Inc. Industrials Aerospace & Defense 3.28%
TXT Textron Inc Industrials Aerospace & Defense 3.28%
PWR Quanta Services Inc Industrials Engineering & Construction 3.27%
COR Cencora Inc. Healthcare Medical Distribution 3.24%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 3.14%
1BLK BlackRock, Inc. Financial Services Asset Management 3.12%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 3.09%
FOXA Fox Corp Class A Communication Services Entertainment 3.07%
MRK Merck & Company Inc Healthcare Drug Manufacturers - General 3.06%
HCA HCA Holdings Inc Healthcare Medical Care Facilities 3.04%
NOC Northrop Grumman Corporation Industrials Aerospace & Defense 3.00%
PL Planet Labs PBC Industrials Aerospace & Defense 2.98%
MUSA Murphy USA Inc Consumer Cyclical Specialty Retail 2.93%
ETR Entergy Corporation Utilities Utilities - Regulated Electric 2.93%
PLTR Palantir Technologies Inc. Technology Software - Infrastructure 2.90%
ISRG Intuitive Surgical Inc Healthcare Medical Instruments & Supplies 2.87%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.87%
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