AOTS - ETF AI Analysis

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AOT Software Platform ETF (AOTS)

Rating:74Outperform

Price Target:―

AOTS, the AOT Software Platform ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Alphabet and Microsoft, whose strong financial performance and growth in AI and cloud services support the fund’s long-term potential. Other major holdings such as Apple, Nvidia, and Amazon also add strength through robust earnings and strategic focus on AI and digital platforms, though many of these stocks trade at high valuations and show some bearish or mixed technical signals. The main risk for AOTS is its concentration in richly valued, tech-focused names, which could make the ETF more sensitive to market pullbacks or shifts in sentiment toward the technology sector.

Positive Factors

High-Quality Mega-Cap Tech Leaders

The ETF’s largest positions include well-known technology and platform companies that have generally shown strong business momentum over time.

Sector Diversification Within Growth Areas

Holdings are spread across technology, financials, communication services, and consumer cyclical sectors, helping reduce the impact of weakness in any single growth industry.

Reasonable Expense Ratio for a Thematic Strategy

The fund’s fee is moderate for a specialized, actively focused software and platform ETF, so less of your potential return is lost to costs compared with many niche funds.

Negative Factors

Recent Negative Year-to-Date Performance

The ETF has delivered weak results so far this year, which may concern investors looking for short-term gains.

Heavy Concentration in a Small Group of Stocks

A large share of the portfolio is tied up in a handful of big names like Alphabet, Amazon, Nvidia, Microsoft, Meta, and Apple, increasing the impact if any of these stocks struggle.

Many Top Holdings Are Currently Lagging

Several of the largest positions have shown weak or negative performance this year, which has weighed on the fund’s overall returns.

AOTS vs. SPDR S&P 500 ETF (SPY)

AUM3.62M

RegionNorth America

Expense Ratio0.49%

Beta1.99

IssuerAOT

Inception DateDec 22, 2025

Dividend YieldN/A

Asset ClassEquity

Index TrackedAOT VettaFi Software Platform Index - USD - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,994

30 Day Avg. Volume12,049

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

31.05

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

AOTS Summary

The AOT Software Platform ETF (AOTS) tracks the AOT VettaFi Software Platform Index, focusing on U.S. companies that power modern software and digital platforms. It mainly invests in technology and related sectors, holding big names like Microsoft, Apple, Amazon, and Alphabet (Google). Someone might consider this ETF if they want growth potential from leading software and tech-driven businesses in a single, diversified fund instead of picking individual stocks. However, because it is heavily focused on technology and software-related companies, its price can be quite volatile and may rise or fall sharply with changes in the tech sector.

How much will it cost me?This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the cost of many broad, passively managed index ETFs because this fund focuses on a specialized software platform strategy, which typically comes with higher fees.

What would affect this ETF?This ETF is heavily invested in large U.S. technology and software-related companies like Alphabet, Amazon, Nvidia, Microsoft, and Apple, so it could benefit if demand for digital services, cloud computing, artificial intelligence, and online payments continues to grow and if the U.S. economy remains healthy. On the downside, it could be hurt by higher interest rates that pressure growth stocks, stricter tech regulations, slower consumer or business spending on software, or company-specific setbacks at its biggest holdings, which make up a large share of the fund.

AOTS Top 10 Holdings

AOTS is essentially riding the Big Tech software wave, with Alphabet, Amazon, and Nvidia doing most of the heavy lifting as their shares keep trending higher on AI, cloud, and digital infrastructure momentum. But the fund’s other tech titans—Microsoft, Meta, and Apple—have been more of a speed bump lately, with performance losing steam in recent months. Add in lagging names like Netflix and the payment giants Visa and Mastercard, and you get a portfolio that’s highly concentrated in U.S. mega-cap tech and digital platforms, with recent returns driven by just a handful of rising stars.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	7.33%	$265.56K	$3.98T	68.37%	85 Outperform
NVDA	Nvidia	7.13%	$258.13K	$4.53T	35.23%	76 Outperform
AMZN	Amazon	7.10%	$257.23K	$2.56T	5.83%	71 Outperform
META	Meta Platforms	6.55%	$237.15K	$1.56T	1.22%	76 Outperform
MSFT	Microsoft	6.48%	$234.72K	$3.42T	7.18%	79 Outperform
AAPL	Apple	6.40%	$231.61K	$3.76T	11.11%	79 Outperform
V	Visa	5.31%	$192.39K	$627.79B	2.72%	70 Outperform
MA	Mastercard	4.89%	$176.90K	$484.46B	2.82%	75 Outperform
NFLX	Netflix	4.38%	$158.49K	$402.12B	2.55%	73 Outperform
ORCL	Oracle	4.05%	$146.56K	$549.03B	18.67%	66 Neutral

AOTS Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

100DMA

200DMA

Market Momentum

MACD

RSI

28.76

Positive

STOCH

2.69

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AOTS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 28.76 is Positive, neither overbought nor oversold. The STOCH value of 2.69 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AOTS.

AOTS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
AOTS	―	―	$3.62M	0.49%	―
XHS	―	―	$99.82M	0.35%	―
GXPT	―	―	$80.72M	0.15%	―
XITK	―	―	$75.09M	0.45%	―
SEMI	―	―	$35.26M	0.75%	―
SOXY	―	―	$19.53M	1.06%	―

Performance Comparison

AOTS

AOT Software Platform ETF

24.03

-1.10

-4.38%

XHS

SPDR S&P Health Care Services ETF

―

GXPT

Global X PureCap MSCI Information Technology ETF

―

XITK

SPDR FactSet Innovative Technology ETF

―

SEMI

Columbia Seligman Semiconductor and Technology ETF

―

SOXY

YieldMax Target 12 Semiconductor Option Income ETF

―

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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