Strategas Macro Thematic Opportunities ETF
Shareclass
Strategas Macro Thematic Opp ETF (SAMT)
Type
Exchange-traded fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Strategas Macro Thematic Opportunities ETF
FUND COVERAGE
# of holdings31
% of assets71%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc Class A2.02%$6.48M
- 2. JPMorgan Chase & Co2.51%$8.05M
- 3. Uber Technologies Inc2.09%$6.72M
- 4. Altria Group Inc1.75%$5.64M
- 5. Microsoft Corp2.57%$8.25M
- 6. Merck & Co Inc2.68%$8.61M
- 7. McDonald's Corp2.01%$6.45M
- 8. Walmart Inc2.35%$7.55M
- 9. American Express Co2.01%$6.46M
- 10. Entergy Corp2.97%$9.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Talen Energy Corp Ordinary Shares New2.63%$8.44M
- 2. Rocket Lab Corp2.07%$6.66M
- 3. Palantir Technologies Inc Ordinary Shares - Class A3.15%$10.13M
- 4. CrowdStrike Holdings Inc Class A2.42%$7.78M
- 5. MP Materials Corp Ordinary Shares - Class A0.77%$2.47M
- 6. Quanta Services Inc3.16%$10.15M
- 7. Cheniere Energy Inc2.27%$7.31M
- 8. Joby Aviation Inc1.99%$6.38M
- 9. Fox Corp Class A2.28%$7.34M
- 10. Robinhood Markets Inc Class A2.16%$6.95M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Strategas Macro Thematic Opportunities ETF
Totals
Holdings
Assets
Weight
Prisons
4
$29.7M
9.24%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$25.82M
8.04%
Borders high risk
1
$10.13M
3.15%
Total
5
$39.82M
12%
Holdings — 5 flagged holdings
1.
Palantir Technologies Inc Ordinary Shares - Class A
:$10.13M
3.15%
2.
Microsoft Corp
:$8.25M
2.57%
3.
Walmart Inc
$7.55M
2.35%
4.
Alphabet Inc Class A
:$7.45M
2.32%
5.
McDonald's Corp
$6.45M
2.01%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Strategas Macro Thematic Opportunities ETF SAMT
Environment
Social
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