AOTS - ETF AI Analysis

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AOT Software Platform ETF (AOTS)

Rating:75Outperform

Price Target:―

AOTS, the AOT Software Platform ETF, has a solid overall rating driven mainly by large, high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, which all show strong financial performance and promising growth in AI, cloud, and services. This strength is partly offset by holdings such as Oracle, where bearish technical trends, high leverage, and negative free cash flow add risk, and by several stocks with rich valuations and some bearish or mixed technical signals. The main risk factor is the fund’s heavy concentration in major technology and platform companies, which can make it more sensitive to tech sector downturns and valuation corrections.

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)

AUM2.24M

RegionNorth America

Expense Ratio0.49%

Beta0.62

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. Volume1,943

30 Day Avg. Volume6,439

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

29.62

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 a who’s‑who of U.S. Big Tech platforms, with Nvidia, Meta, Alphabet, Apple, Amazon, and Microsoft steering the ship. Meta and Alphabet have been the brighter spots lately, helping to prop up returns, while Nvidia looks a bit winded after an earlier sprint. Apple is more or less treading water, but Amazon and Microsoft have been dragging on recent performance as their shares cool off. With heavy exposure to U.S. tech and digital platforms, this ETF lives and dies by the mood around mega‑cap software and AI leaders.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	7.47%	$168.49K	$4.46T	57.80%	76 Outperform
META	Meta Platforms	7.47%	$168.45K	$1.67T	3.07%	76 Outperform
GOOGL	Alphabet Class A	7.11%	$160.37K	$3.64T	71.70%	85 Outperform
AMZN	Amazon	7.01%	$158.07K	$2.35T	7.01%	71 Outperform
AAPL	Apple	6.90%	$155.65K	$3.82T	7.69%	79 Outperform
MSFT	Microsoft	6.25%	$140.86K	$3.05T	3.98%	79 Outperform
V	Visa	5.57%	$125.68K	$609.54B	-8.10%	70 Outperform
NFLX	Netflix	5.30%	$119.50K	$418.71B	11.12%	73 Outperform
MA	Mastercard	5.07%	$114.38K	$467.90B	-4.47%	75 Outperform
ORCL	Oracle	3.55%	$80.03K	$444.88B	-1.42%	66 Neutral

AOTS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

100DMA

200DMA

Market Momentum

MACD

-0.30

Negative

RSI

47.60

Neutral

STOCH

94.11

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AOTS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.04, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.30 indicates Negative momentum. The RSI at 47.60 is Neutral, neither overbought nor oversold. The STOCH value of 94.11 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AOTS.

AOTS Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
AOTS	―	―	$2.24M	0.49%	75 Outperform
RIET	―	―	$99.25M	0.50%	55 Neutral
GXPT	―	―	$81.78M	0.15%	76 Outperform
XITK	―	―	$61.80M	0.45%	67 Neutral
SEMI	―	―	$38.40M	0.75%	75 Outperform
SOXY	―	―	$35.76M	1.06%	75 Outperform

Performance Comparison

AOTS

AOT Software Platform ETF

22.37

-2.76

-10.98%

RIET

Hoya Capital High Dividend Yield 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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