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AOT Growth and Innovation ETF focuses on companies with "high growth potential based on a low marginal cost business model." AOTG's portfolio is highly concentrated, with 35.7% in AMD, NVDA, and MU, and features strong GARP and quality characteristics but quite high beta. AOTG's 75 bps expense ratio, suboptimal liquidity, and higher drawdown risk undermine its appeal relative to QQQM.
AOT Growth and Innovation ETF (NASDAQ: AOTG - Get Free Report) was the recipient of a significant decline in short interest in December. As of December 31st, there was short interest totaling 241 shares, a decline of 83.3% from the December 15th total of 1,440 shares. Approximately 0.0% of the company's stock are short sold. Based
AOT Growth and Innovation ETF (NASDAQ: AOTG - Get Free Report)'s stock price traded up 0.4% during trading on Wednesday. The stock traded as high as $57.18 and last traded at $57.13. 4,223 shares traded hands during mid-day trading, a decline of 35% from the average session volume of 6,453 shares. The stock had previously
The AOT Growth and Innovation ETF offers investors access to businesses with low marginal costs. Initially, I believed the fund to be too similar to QQQ and not worth investigating. However, after looking deeper, I found that there are some things about the fund I admire, such as its global exposure and potential alpha through its fundamental strategy.
Another earnings season is nearing a close, but not before we hear from Nvidia. The largest company in the world, with a market capitalization of about $4.4 trillion, reports Q2 results today, after the market close.
AOTG delivered a 104.35% cumulative total return in 2023-2024, ranking #3 in the large-cap growth category despite its high 0.75% expense ratio. Returns since its inception in June 2022 weren't as strong, though, as AOTG's selection process sets itself up to be a top- or bottom-quartile-performer in any given year. Still, its approach to investing, which involves selecting companies with 20% long-term growth rates and ones with low marginal cost, is unique to the space, and worth a closer look.
SEC filings for AOTG aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.