AOTS - ETF AI Analysis
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AOT Software Platform ETF (AOTS)
Rating:75Outperform
Price Target:―
Positive Factors
Leading Technology Giants in Top Holdings
The ETF’s largest positions include several well-known tech leaders that have shown strong year-to-date performance, helping support the fund’s returns.
Broad Sector Mix Within Growth Areas
Holdings spread across technology, financials, communication services, and consumer cyclical sectors provide exposure to multiple growth-oriented parts of the economy.
Recent Short-Term Performance Upswing
Despite a weak year-to-date result, the ETF has shown improving performance over the last one and three months, suggesting recent momentum has turned more positive.
Negative Factors
Heavy Concentration in a Few Large Stocks
A small group of big-name companies makes up a large share of the portfolio, which increases the impact that any one stock’s weakness can have on the ETF.
Several Top Holdings Showing Weak Performance
Some major positions, including Microsoft, Mastercard, Palantir, and Netflix, have been lagging year-to-date and are dragging on overall fund results.
High U.S. and Technology Focus
With almost all assets in U.S. companies and a large tilt toward the technology sector, the ETF is sensitive to downturns in the U.S. tech market and offers little global diversification.
AOTS vs. SPDR S&P 500 ETF (SPY)
AUM1.86M
RegionNorth America
Expense Ratio0.49%
Beta1.26
IssuerAOT
Inception DateDec 22, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedAOT VettaFi Software Platform Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,613
30 Day Avg. Volume2,002
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
28.48Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AOTS Summary
The AOT Software Platform ETF (AOTS) is a fund that follows the AOT VettaFi Software Platform Index, focusing on U.S. companies that build and run key software and digital platforms. Its holdings include well-known names like Apple, Microsoft, Meta Platforms, Amazon, and Nvidia, along with payment leaders Visa and Mastercard. Investors might consider AOTS if they want growth potential from leading technology and platform businesses, while still spreading their money across many companies instead of picking just one stock. A key risk is that it is heavily focused on tech and software, so its price can rise and fall sharply with changes in the technology 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-heavy play, with names like Apple and Alphabet doing much of the heavy lifting as their shares keep rising on the back of strong cloud and services momentum. Visa and Amazon add a steady payments-and-e-commerce backbone, helping smooth out bumps. On the other side, Microsoft’s mixed trading action and Nvidia’s choppy, AI-fueled swings can occasionally tug performance in different directions, while Netflix has been clearly lagging, acting as a bit of a brake. Overall, the fund is concentrated in U.S. tech platforms and digital infrastructure leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 7.19% | $133.31K | $4.99T | 61.77% | 79 Outperform | |
| Meta Platforms | 6.53% | $121.06K | $1.51T | -15.76% | 76 Outperform | |
| Visa | 6.52% | $120.97K | $690.70B | 5.08% | 70 Outperform | |
| Microsoft | 6.28% | $116.43K | $2.92T | -23.91% | 79 Outperform | |
| Nvidia | 5.99% | $111.11K | $4.77T | 5.99% | 76 Outperform | |
| Amazon | 5.98% | $110.81K | $2.48T | -1.54% | 71 Outperform | |
| Alphabet Class A | 5.81% | $107.79K | $4.08T | 71.33% | 85 Outperform | |
| Mastercard | 4.92% | $91.17K | $497.24B | 0.75% | 75 Outperform | |
| Palantir Technologies | 3.97% | $73.62K | $296.14B | -22.45% | 74 Outperform | |
| Netflix | 3.75% | $69.49K | $301.43B | -37.82% | 73 Outperform |
AOTS Technical Analysis
Positive
―
Price Trends
22.90
Positive
22.52
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AOTS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.12, equal to the 50-day MA of 22.90, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AOTS.
AOTS Peer Comparison
Comparison Results
Performance Comparison
AOTS
AOT Software Platform ETF
23.22
-1.91
-7.60%
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
―
―
―
MILN
Global X Millennial Consumer ETF
―
―
―
XITK
SPDR FactSet Innovative Technology ETF
―
―
―
SOXY
YieldMax Target 12 Semiconductor Option Income ETF
―
―
―
SEMI
Columbia Seligman Semiconductor and Technology 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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