Key stats
About AOT Growth and Innovation ETF
Expense ratio
0.75%
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Inception date
Jun 29, 2022
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
What's in the fund
Exposure type
Technology Services
Electronic Technology
Stock breakdown by region