SAMT The Advisorsa€™ Inner Circle Fund III

57

NYSE ARCA | ETF

Price
$40.03
Decreased by -2.73%
Dollar volume (20D)
4.94 M
ADR%
1.48
Technology - 21.13%Industrials - 19.89%Communication Services - 11.25%Healthcare - 11.23%Basic Materials - 9.46%Consumer Cyclicals - 7.62%Utilities - 7.37%Financial Services - 6.92%Consumer Defensive - 5.14%Energy - 0.00%Real Estate - 0.00%
Technology - 21.13%
Industrials - 19.89%
Communication Services - 11.25%
Healthcare - 11.23%
Basic Materials - 9.46%
Consumer Cyclicals - 7.62%
Utilities - 7.37%
Financial Services - 6.92%
Consumer Defensive - 5.14%
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%
PL Planet Labs PBC Industrials Aerospace & Defense 3.67%
RKLB Rocket Lab USA Inc. Industrials Aerospace & Defense 3.65%
OXY Occidental Petroleum Corporation Energy Oil & Gas E&P 3.37%
TXT Textron Inc Industrials Aerospace & Defense 3.28%
COR Cencora Inc. Healthcare Medical Distribution 3.15%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 3.14%
1BLK BlackRock, Inc. Financial Services Asset Management 3.12%
MRK Merck & Company Inc Healthcare Drug Manufacturers - General 3.11%
PWR Quanta Services Inc Industrials Engineering & Construction 3.10%
AMPX Amprius Technologies Inc. Industrials Electrical Equipment & Parts 3.04%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 3.00%
NOC Northrop Grumman Corporation Industrials Aerospace & Defense 3.00%
WPM Wheaton Precious Metals Corp Basic Materials Gold 2.97%
MUSA Murphy USA Inc Consumer Cyclical Specialty Retail 2.93%
FOXA Fox Corp Class A Communication Services Entertainment 2.93%
ISRG Intuitive Surgical Inc Healthcare Medical Instruments & Supplies 2.87%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 2.87%
MAR Marriott International Inc Consumer Cyclical Lodging 2.86%
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