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AOTG
-2.72 · -5.09%
$50.67 · NASDAQ

AOT Growth and Innovation ETF (AOTG) ETF Analysis | Large Growth

AOT Invest LLC · USA
AUM:$87.4M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 37.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is AOTG?

The fund is an actively managed exchange-traded fund (ETF) that invests in U. listed equity securities that have high growth potential based on a low marginal cost business model.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AOTG delivered 37.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 65.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$87.4M
Expense Ratio0.75%
Dividend Yield0.00%
Holdings43
Inception DateJun 2022
Domicile–
Distribution–
Index–
ProviderAOT Invest LLC
Beta1.45
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+31.0%
1Y
+23.7%
3Y
+111.5%
5Y
+163.3%
OpenBook InsightIf you had invested £10,000 in AOTG 5 years ago, it would have grown to £26,326 — a gain of £16,326.

Annual Returns

Calendar year performance

AOTG delivered positive returns in 4 of the last 5 calendar years.
YearAOTG
2026 YTD+16.7%
2025+24.7%
2024+35.7%
2023+56.4%
2022-11.5%
CAGR 4yr+23.7%
4/5 positive yearsAvg return: +24.4%Worst year: -11.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
30.1%
High
Momentum
+6.0%
30-day change
Support Level
62.38
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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