Strategas Global Policy Opportunities (SAGP) ETF Holdings & Analysis
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What SAGP does
This actively managed exchange-traded fund (ETF) endeavors to meet its objective by predominantly investing in the equity shares of both U.S. and international corporations. These companies are selected based on their active involvement in shaping public policy through their lobbying activities conducted in Washington D.C. Strategas Asset Management, LLC, serving as the adviser, regards corporate lobbying as an unconventional and often overlooked metric in assessing a company's value. The fund retains the discretion to, at various times, allocate a considerable portion of its total assets to securities issued by companies operating in specific sectors, or those domiciled in particular non-U.S. countries or regions.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| SINGAPORE TECH ENGINEERING | 29.51% | |
| CSL LTD | 5.02% | |
| SMITHS GROUP PLC | 2.28% | |
| EQT AB | 1.93% | |
| PALANTIR TECHNOLOGIES INC-A | 1.79% | |
| CHIPOTLE MEXICAN GRILL INC | 1.57% | |
| STANLEY BLACK & DECKER INC | 1.55% | |
| GILEAD SCIENCES INC | 1.54% | |
| DEXCOM INC | 1.53% | |
| INCYTE CORP | 1.48% |
Sector allocation
| Basic Materials | 4.57% |
| Cash & Others | 24.45% |
| Communication Services | 3.94% |
| Consumer Cyclical | 4.24% |
| Consumer Defensive | 4.40% |
| Energy | 3.44% |
| Financial Services | 5.55% |
| Healthcare | 16.17% |
| Industrials | 19.96% |
| Real Estate | 0.23% |
| Technology | 13.03% |
Geographic allocation
| United States | 59.36% |
| United Kingdom | 8.68% |
| Japan | 6.87% |
| Sweden | 5.01% |
| Canada | 3.14% |
| Netherlands | 2.55% |
| Australia | 2.52% |
| Switzerland | 2.02% |
| Other | 1.83% |
| Ireland | 1.76% |
PortView Portfolio Insights
PortView analyzes how SAGP fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does SAGP track?
- SAGP is the Strategas Global Policy Opportunities ETF, a Other ETF.
- What is the expense ratio of SAGP?
- Expense ratio data for SAGP is shown on the page when available from our data provider.
- What are the largest holdings in SAGP?
- Top holdings include STE, CSL, SMIN, EQT, PLTR.
- How can PortView analyze SAGP overlap with other ETFs?
- PortView computes the holdings overlap between SAGP and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.