AOTS

AOT$22.46+0.25 (+1.11%)
AUM $3.5MER 0.49%NAV $23.56Holdings

Price Chart

Key Statistics

Previous Close

$22.21

Day Range

$22.28$22.50

52-Week Range

$20.29$25.35

Avg Volume

3.7K

Dividend Yield

Expense Ratio

0.49%

AUM

$3.5M

Shares Outstanding

72.4K

ETF Grades

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Country Allocation

CountryWeight %
United States93.10%
Germany2.87%
Ireland1.72%
United Kingdom1.15%
Israel0.57%
China0.57%
Other0.00%

Fund Information

Issuer
AOT
Inception Date
Dec 22, 2025
Exchange
NYSE_ARCA
Description
AOTS tracks an index of companies classified as software-driven enterprises, whose core business relies on software platforms and generates at least 20% of revenue from software-driven activities (cloud infrastructure, enterprise software, development tools, analytics/AI, middleware, industry solutions). Companies must have a positive Earnings to Price ratio to qualify. Selection is based on the average rank of a factor score (cost of goods sold/revenue, earnings/price, return on invested capital) and market cap, with the top 50 ranked firms and a 10-company buffer for incumbents. Weighting favors companies with over 50% software revenue, while those below are capped at 20%. Weights are float-adjusted, max 7.5%, min 0.5%, with over-5% weights keeping below 45% in total. The index is reconstituted and rebalanced on the third Friday of March, June, September, and December.

The AOT Software Platform ETF (AOTS) is an exchange-traded fund issued by AOT that launched on Dec 22, 2025. It currently manages $3.5M in assets under management. The fund charges an expense ratio of 0.49%.

Top 10 holdings represent 59.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1AAPLApple Inc7.47%392$130K
2NVDANVIDIA Corp6.90%564$120K
3METAMeta Platforms Inc6.90%204$120K
4VVisa Inc6.90%330$120K
5AMZNAmazon.com Inc6.32%480$110K
6MSFTMicrosoft Corp6.32%296$110K
7GOOGLAlphabet Inc5.75%323$100K
8MAMastercard Inc5.17%162$90K
9PLTRPalantir Technologies Inc4.02%596$70K
10NFLXNetflix Inc4.02%960$70K
11AXPAmerican Express Co3.45%188$60K
12SAPGFSAP SE2.87%337$50K
13IBMInternational Business Machines Corp2.87%258$50K
14SCHWCharles Schwab Corp/The2.87%449$50K
15APPAppLovin Corp1.72%72$30K

Detailed Returns

PeriodReturnETF
1D
+1.11%
1W
-3.61%
1M
+1.98%
3M
-1.35%
6M
-6.61%
YTD
-8.95%
1Y
-11.04%
3Y
-11.04%
5Y
-11.04%

Moving Averages

20-Day MA

$22.93

Below 20-Day MA
50-Day MA

$22.90

Below 50-Day MA
200-Day MA

$22.82

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.35

Current Price

$22.46

52-Week Low

$20.29

$20.29$25.35

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

No category data available for comparison.

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