SAMM

Strategas$31.60+0.00 (+0.00%)
AUM $19.2MER 0.66%NAV $30.18Holdings

Price Chart

Key Statistics

Previous Close

$31.74

Day Range

$31.57$31.67

52-Week Range

$24.40$31.95

Avg Volume

2.5K

Dividend Yield

1.03%

Expense Ratio

0.66%

AUM

$19.2M

Shares Outstanding

823.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare21.47%
Industrials17.28%
Basic Materials16.57%
Energy12.48%
Technology10.30%
Consumer Cyclical7.41%
Financial Services5.21%
Communication Services3.83%
Utilities3.30%
Consumer Defensive2.16%

Country Allocation

CountryWeight %
United States80.59%
Other7.30%
Chile3.40%
Bermuda3.23%
Canada3.09%
Netherlands2.38%

Fund Information

Issuer
Strategas
Category
Healthcare
Inception Date
Apr 4, 2024
Exchange
NYSE_ARCA
Description
The fund is an actively-managed exchange-traded fund (“ETF”) that principally invests in common stocks of U.S. companies, real estate investment trusts (“REITs”), master limited partnerships (“MLPs”), American Depositary Receipts (“ADRs”), shares of other investment companies, including ETFs, exchange-traded products (“ETPs”) and closed-end funds, and shares of business development companies (“BDCs”).

Similar ETFs

SymbolNameAUM
IWMiShares Russell 2000 ETF$75.96B
XLVState Street Health Care Select Sector SPDR ETF$38.76B
VHTVanguard Health Care ETF$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$13.72B

The Strategas Macro Momentum ETF (SAMM) is an exchange-traded fund issued by Strategas that launched on Apr 4, 2024. It currently manages $19.2M in assets under management. The fund charges an expense ratio of 0.66%. It falls under the Healthcare category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
+0.02%
1M
+7.39%
3M
+2.49%
6M
+5.08%
YTD
+4.01%
1Y
+29.94%
3Y
+28.18%
5Y
+28.18%

Moving Averages

20-Day MA

$31.19

Above 20-Day MA
50-Day MA

$30.70

Above 50-Day MA
200-Day MA

$29.54

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.95

Current Price

$31.60

52-Week Low

$24.40

$24.40$31.95

Current Yield

1.03%

Annual Dividend

$0.5010

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.3106Jan 7, 2026
Dec 30, 2024$0.1904Jan 7, 2025

Dividend Payments Over Time

Category Comparison

MetricSAMMHealthcare(212 ETFs)Momentum(160 ETFs)
Fund Info
Expense Ratio0.66%0.61%0.55%
AUM$19.2M$1.20B$1.21B
Dividend Yield1.03%3.25%2.53%
Avg Volume2.5K342.6K100.1K
Holdings181176
Performance
1-Month Return+6.49%+6.30%+9.31%
6-Month Return+7.52%+6.13%+10.90%
YTD Return+5.38%+2.71%+9.84%
1-Year Return+30.87%+28.23%+32.33%

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