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AOTG - ETF AI Analysis
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AOT Growth and Innovation ETF (AOTG)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia and Robinhood, have delivered strong year-to-date performance, driving the fund’s growth.
Focus on Growth Sectors
The ETF is heavily weighted in high-growth industries like Technology and Communication Services, which have shown strong market potential.
Healthy Year-to-Date Performance
The fund has achieved solid year-to-date returns, indicating strong momentum in its portfolio.
Negative Factors
High Sector Concentration
Over 57% of the fund is allocated to Technology, making it vulnerable to downturns in that sector.
Limited Geographic Diversification
With nearly 100% exposure to U.S. companies, the ETF lacks diversification across global markets.
High Expense Ratio
The ETF charges a relatively high expense ratio, which could eat into investor returns over time.
AOTG vs. SPDR S&P 500 ETF (SPY)
AUM90.72M
RegionNorth America
Expense Ratio0.75%
Beta1.51
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. Volume7,213
30 Day Avg. Volume14,621
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
69.54Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AOTG Summary
The AOT Growth and Innovation ETF (Ticker: AOTG) is an investment fund focused on companies driving growth and innovation, primarily in the U.S. market. It includes businesses from sectors like technology, financial services, and communication, with well-known names such as Nvidia and Microsoft among its top holdings. This ETF is ideal for investors looking to diversify their portfolio while targeting companies with high growth potential and cutting-edge advancements. However, it is heavily weighted toward technology stocks, meaning its performance can be significantly impacted by changes in the tech industry.
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
The AOT Growth and Innovation ETF leans heavily into technology, with names like Nvidia and AMD driving much of its performance thanks to their strong focus on AI and data center advancements. Alphabet also adds steady growth with its strategic investments in cloud services and AI. However, Toast Inc has been lagging, weighed down by valuation concerns and mixed technical signals. The fund’s U.S.-centric exposure and concentration in tech make it a bet on innovation, though its reliance on a few high-growth names could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.57% | $9.59M | $4.60T | 34.94% | 76 Outperform | |
| Advanced Micro Devices | 7.44% | $6.75M | $349.87B | 70.16% | 73 Outperform | |
| Alphabet Class A | 6.58% | $5.97M | $3.80T | 60.29% | 85 Outperform | |
| Toast Inc | 5.66% | $5.13M | $21.57B | -4.43% | 73 Outperform | |
| TSMC | 5.51% | $5.00M | $1.23T | 43.92% | 81 Outperform | |
| Robinhood | 5.27% | $4.79M | $108.12B | 203.79% | 68 Neutral | |
| AppLovin | 5.25% | $4.76M | $246.18B | 113.10% | 74 Outperform | |
| Nu Holdings | 4.67% | $4.24M | $80.29B | 61.62% | 79 Outperform | |
| Amazon | 4.43% | $4.02M | $2.48T | 1.35% | 71 Outperform | |
| Shopify | 4.38% | $3.97M | $220.96B | 53.87% | ― |
AOTG Technical Analysis
Positive
―
Price Trends
56.09
Positive
54.62
Positive
49.64
Positive
Market Momentum
0.09
Negative
56.58
Neutral
83.81
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AOTG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.81, equal to the 50-day MA of 56.09, and equal to the 200-day MA of 49.64, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 56.58 is Neutral, neither overbought nor oversold. The STOCH value of 83.81 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AOTG.
AOTG Peer Comparison
Comparison Results
Performance Comparison
AOTG
AOT Growth and Innovation ETF
56.85
10.53
22.73%
HGRO
Hedgeye Quality Growth ETF
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SEMG
Suncoast Select Growth ETF
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GROZ
Zacks Focus Growth ETF
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RILA
Indexperts Gorilla Aggressive Growth ETF
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RSMV
Relative Strength Managed Volatility Strategy ETF 1Shs
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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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