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AOTG - ETF AI Analysis
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AOT Growth and Innovation ETF (AOTG)
Rating:72Outperform
Price Target:―
Positive Factors
Leading Growth Companies in Top Holdings
The ETF holds several well-known growth leaders like Nvidia, AMD, Alphabet, Amazon, and Microsoft, which can benefit if technology and innovation trends stay strong.
Focused Innovation and Technology Exposure
With a large share in technology and related sectors, the fund is positioned to benefit if innovative and digital businesses continue to grow over time.
Meaningful Size for a Thematic Fund
The fund has gathered a sizable asset base for a specialized growth and innovation strategy, suggesting there is enough scale for ongoing management and trading.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, indicating recent performance has been weak.
High Concentration in a Few Tech Names
A large portion of the portfolio is in a small group of technology and related stocks, which increases the impact if any of these companies struggle.
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
AOTG vs. SPDR S&P 500 ETF (SPY)
AUM81.88M
RegionNorth America
Expense Ratio0.75%
Beta1.50
IssuerAOT
Inception DateJun 28, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,327
30 Day Avg. Volume10,520
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
68.62Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering41
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AOTG Summary
AOTG (AOT Growth and Innovation ETF) is an exchange-traded fund that focuses on growth and innovation across the total U.S. stock market, rather than tracking a specific index. It mainly holds technology and finance companies that are trying to shape the future. Well-known holdings include Nvidia, Microsoft, Amazon, and Alphabet (Google). Someone might invest in AOTG if they want long-term growth and exposure to innovative businesses in one single investment. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The AOT Growth and Innovation ETF has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on high-growth and innovative companies, which typically requires more research and management effort.
What would affect this ETF?The AOT Growth and Innovation ETF could benefit from continued advancements in technology and innovation, as its top holdings include companies like Nvidia, AMD, and Microsoft, which are leaders in these areas. However, rising interest rates or economic slowdowns could negatively impact growth-focused sectors like technology and consumer cyclical industries, potentially reducing the ETF's performance. Additionally, regulatory changes in the U.S., where the ETF is primarily focused, could pose risks to its heavily weighted sectors.
AOTG Top 10 Holdings
AOTG is leaning hard into U.S. tech and innovation, with Nvidia and TSMC acting as the main engines of performance as their AI and chip stories keep gaining traction. Alphabet is more of a steady co-pilot, helping but not really stealing the show. On the other side, AMD looks wobbly, and high-growth names like Toast and AppLovin are clearly dragging the fund, with Robinhood also losing steam. Overall, this is a concentrated bet on North American growth, especially semiconductors and Big Tech, with a few bruised high-flyers weighing on returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.05% | $9.87M | $4.57T | 41.20% | 76 Outperform | |
| Advanced Micro Devices | 7.85% | $6.42M | $326.28B | 80.58% | 73 Outperform | |
| TSMC | 7.55% | $6.19M | $1.57T | 86.91% | 81 Outperform | |
| Alphabet Class A | 7.17% | $5.87M | $3.67T | 75.32% | 85 Outperform | |
| Toast Inc | 6.39% | $5.23M | $16.08B | -28.20% | 73 Outperform | |
| Nu Holdings | 4.98% | $4.08M | $83.20B | 62.01% | 79 Outperform | |
| AppLovin | 4.89% | $4.00M | $136.67B | 0.81% | 74 Outperform | |
| Amazon | 4.43% | $3.63M | $2.20T | -2.99% | 71 Outperform | |
| Microsoft | 4.40% | $3.60M | $2.97T | -2.69% | 79 Outperform | |
| Robinhood | 3.94% | $3.23M | $67.49B | 47.50% | 68 Neutral |
AOTG Technical Analysis
Negative
―
Price Trends
54.51
Negative
55.26
Negative
52.49
Negative
Market Momentum
-1.45
Positive
39.73
Neutral
45.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AOTG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 52.20, equal to the 50-day MA of 54.51, and equal to the 200-day MA of 52.49, indicating a bearish trend. The MACD of -1.45 indicates Positive momentum. The RSI at 39.73 is Neutral, neither overbought nor oversold. The STOCH value of 45.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AOTG.
AOTG Peer Comparison
Comparison Results
Performance Comparison
AOTG
AOT Growth and Innovation ETF
50.51
6.06
13.63%
HGRO
Hedgeye Quality Growth ETF
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GROZ
Zacks Focus Growth ETF
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SEMG
Suncoast Select Growth ETF
―
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RILA
Indexperts Gorilla Aggressive Growth ETF
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VUSG
Vanguard Wellington U.S. Growth Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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