AOT Growth and Innovation ETFAOT Growth and Innovation ETFAOT Growth and Innovation ETF

AOT Growth and Innovation ETF

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Key stats


Assets under management (AUM)
‪52.65 M‬USD
Fund flows (1Y)
‪8.53 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
−1.9%

About AOT Growth and Innovation ETF


Issuer
Empirical Finance LLC
Brand
AOT
Expense ratio
0.75%
Home page
Inception date
Jun 29, 2022
Index tracked
No Underlying Index
Management style
Active
AOTG actively manages a narrow portfolio of US-listed equities that are believed capable of future growth due to low marginal cost business models. Eligible securities do not include business development companies or depositary receipts. The fund identifies sectors suitable for low marginal cost companies and then uses a top-down process to assess an overall industrys attractiveness for marginal cost production. Marginal cost leaders include companies that benefit from technological innovations which reduce their cost structure. The fund adviser uses fundamental quality screens to select their top 40 to 90 stocks. The resulting portfolio is weighted according to each securitys attractiveness aside from market capitalization. Holdings are typically sold when a company achieves an attractive valuation or realizes a change in growth rate. The fund is generally rebalanced monthly, although it is subject to the advisers discretion.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Growth
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.