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AOT Invest LLCTechnologyAOTG · Nasdaq

AOT Growth and Innovation ETF (AOTG)

Price
$65.62
11 Sept 2026
Assets
$104.8M
Total net assets
Expense ratio
0.75%
Category 0.90%
Yield
0.00%
Trailing distributions
3Y CAGR
28.0%+1.4%
Category 26.7%
5Y CAGR
Category 11.2%
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AOT Growth and Innovation ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.9%+6.2%+34.2%+17.3%+23.2%+28.0%+26.2%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference+6.4%+7.6%+4.6%-10.2%-9.0%+1.4%+11.1%

Holdings

The 10 largest positions make up 64.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AMDAdvanced Micro Devices Inc12.32%
NVDANVIDIA Corp10.94%
MUMicron Technology Inc10.16%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR6.72%
TOSTToast Inc Class A4.61%
MSFTMicrosoft Corp4.49%
AMZNAmazon.com Inc4.22%
GOOGAlphabet Inc Class C3.92%
CRMSalesforce Inc3.73%
SNDKSanDisk Corp Ordinary Shares3.41%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
26.6
P/B
9.0
P/S
7.8
P/CF
22.6

Sector allocation

Share of the equity the fund holds.

70.0%Technology6 sectors
  1. Technology70.0%
  2. Communication services12.1%
  3. Financial services9.7%
  4. Consumer discretionary7.4%
  5. Industrials0.5%
  6. Health care0.4%

Asset mix

  • Stocks99.8%
  • Cash0.3%

ETF details

Issuer
AOT Invest LLC
Category
Equity · Technology
Ticker
AOTG
Exchange
Nasdaq
Inception
28 Jun 2022 (4.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.75% (category 0.90%)
Holdings turnover
31% (category 58%)
Distribution yield
0.00%
Beta, 3 years
1.59
Total net assets
$104.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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