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AOTS - ETF AI Analysis

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AOTS

AOT Software Platform ETF (AOTS)

Rating:75Outperform
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, which benefit from strong financial performance and promising growth in AI and cloud services. Other major positions such as Apple, Nvidia, and Meta also support the rating through robust profitability and strategic focus on AI and digital platforms, though many of these stocks trade at high valuations and sometimes show bearish or mixed technical signals. The main risk factor is the fund’s concentration in richly valued, tech-focused names, where periods of technical weakness or overvaluation could increase volatility.
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)

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 U.S. Big Tech and software story, with a heavy tilt toward the digital backbone of the economy. Nvidia and Microsoft are key engines here, tied to AI and cloud, but their recent trading has been choppy, so they’re not fully pulling their weight. Alphabet and Amazon look steadier, helping keep the fund on track despite earlier bumps. Netflix has been one of the brighter spots, adding some spark. Overall, the ETF is concentrated in U.S. tech and communication platforms, with payment giants adding a financial-tech flavor.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon6.86%$142.79K$2.29T25.26%
71
Outperform
Apple6.84%$142.38K$3.72T47.02%
79
Outperform
Nvidia6.47%$134.77K$4.33T84.94%
76
Outperform
Alphabet Class A6.41%$133.44K$3.69T111.10%
85
Outperform
Microsoft6.29%$131.02K$2.76T5.00%
79
Outperform
Meta Platforms5.95%$123.74K$1.45T12.66%
76
Outperform
Visa5.48%$113.96K$576.66B-1.86%
70
Outperform
Mastercard4.91%$102.15K$444.37B3.82%
75
Outperform
Netflix4.73%$98.45K$417.23B13.53%
73
Outperform
Palantir Technologies4.48%$93.26K$358.92B94.09%
74
Outperform

AOTS Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
22.01
Negative
100DMA
200DMA
Market Momentum
MACD
-0.33
Negative
RSI
44.98
Neutral
STOCH
83.13
Negative
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 21.33, equal to the 50-day MA of 22.01, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.33 indicates Negative momentum. The RSI at 44.98 is Neutral, neither overbought nor oversold. The STOCH value of 83.13 is Negative, 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
$2.12M0.49%
75
Outperform
$97.83M0.50%
55
Neutral
$56.18M0.15%
76
Outperform
$54.19M0.45%
67
Neutral
$38.40M0.75%
75
Outperform
$30.76M1.06%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AOTS
AOT Software Platform ETF
21.20
-3.93
-15.64%
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.
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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