AOTS - ETF AI Analysis
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AOT Software Platform ETF (AOTS)
Rating:75Outperform
Price Target:―
Positive Factors
Leading Tech and Platform Companies
The ETF’s largest positions are in well-known technology and platform businesses that have delivered generally strong recent performance, helping support the fund.
Sector Diversification Within Growth Areas
Holdings spread across technology, communication services, financials, and consumer cyclical sectors provide some diversification across different parts of the growth economy.
Recent Short-Term Rebound
Despite weak year-to-date results, the fund has shown a positive short-term uptick over the last month, suggesting some recovery momentum.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A large share of the portfolio is tied up in a small number of big-name companies, which increases the impact if any of them struggle.
Recent Overall Underperformance
The ETF’s performance over the year to date and the last three months has been weak, indicating recent headwinds for its strategy.
Single-Country and Sector-Heavy Exposure
With almost all assets in U.S. stocks and a heavy tilt toward technology-related sectors, the fund is vulnerable to downturns in the U.S. tech and growth markets.
AOTS vs. SPDR S&P 500 ETF (SPY)
AUM2.33M
RegionNorth America
Expense Ratio0.49%
Beta1.24
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. Volume1,023
30 Day Avg. Volume1,255
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
29.09Price 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) is a fund that follows the AOT VettaFi Software Platform Index, focusing on U.S. companies that power modern software and digital platforms. It mainly holds large, well-known tech names like Amazon and Microsoft, along with other major technology and online service firms. Someone might invest in this ETF to seek growth from leading software and internet businesses while getting instant diversification across many companies instead of picking single stocks. However, because it is heavily focused on technology and related sectors, its price can rise and fall sharply with changes in the tech market.
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 U.S. big-tech-and-software rocket, with Amazon, Alphabet, Nvidia, and Apple doing most of the heavy lifting as their shares keep rising on the back of cloud, AI, and digital platform growth. Microsoft, by contrast, has been more of a steady but slightly winded runner, while Meta is clearly losing steam and tugging at the fund’s heels. With a heavy tilt toward technology and communication services and little exposure beyond the U.S., the ETF’s fortunes are tightly tied to the mood around America’s largest software and platform giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 8.03% | $185.07K | $2.86T | 32.50% | 71 Outperform | |
| Alphabet Class A | 8.01% | $184.60K | $4.62T | 127.32% | 85 Outperform | |
| Nvidia | 7.49% | $172.70K | $5.21T | 64.01% | 76 Outperform | |
| Apple | 7.15% | $164.78K | $4.54T | 58.15% | 79 Outperform | |
| Microsoft | 6.41% | $147.73K | $3.11T | -7.02% | 79 Outperform | |
| Meta Platforms | 5.87% | $135.34K | $1.55T | -2.68% | 76 Outperform | |
| Visa | 5.24% | $120.80K | $619.65B | -6.98% | 70 Outperform | |
| Mastercard | 4.40% | $101.55K | $440.50B | -11.54% | 75 Outperform | |
| Oracle | 4.15% | $95.76K | $552.43B | 23.15% | 66 Neutral | |
| Netflix | 3.91% | $90.15K | $373.08B | -25.26% | 73 Outperform |
AOTS Technical Analysis
Positive
―
Price Trends
22.23
Positive
22.68
Positive
Market Momentum
0.24
Positive
61.14
Neutral
78.21
Neutral
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 23.03, equal to the 50-day MA of 22.23, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 61.14 is Neutral, neither overbought nor oversold. The STOCH value of 78.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AOTS.
AOTS Peer Comparison
Comparison Results
Performance Comparison
AOTS
AOT Software Platform ETF
23.26
-1.87
-7.44%
MILN
Global X Millennial Consumer ETF
―
―
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GXPT
Global X PureCap MSCI Information Technology ETF
―
―
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XITK
SPDR FactSet Innovative Technology ETF
―
―
―
SOXY
YieldMax Target 12 Semiconductor Option Income ETF
―
―
―
SEMI
Columbia Seligman Semiconductor and Technology 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.
DisclaimerThis 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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