AUGT

AllianzIM$36.84 ()
AUM $35.0MER 0.74%NAV $36.86Holdings 5

Price Chart

Key Statistics

Previous Close

$36.96

Day Range

N/A

52-Week Range

$30.09$36.96

Avg Volume

839

Dividend Yield

Expense Ratio

0.74%

AUM

$35.0M

Shares Outstanding

899.8K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.16%
Financial Services12.45%
Communication Services10.32%
Consumer Cyclical9.97%
Healthcare9.56%
Industrials8.43%
Consumer Defensive5.41%
Energy4.18%
Utilities2.62%
Real Estate1.98%
Basic Materials1.93%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
AllianzIM
Category
Technology
Inception Date
Jul 31, 2023
Exchange
BATS
Description
The fund seeks to match, at the end of the outcome period, the share price returns of the SPDR S&P 500 ETF Trust (the underlying ETF), up to a specified upside cap, while providing a buffer against the first 10% of underlying ETF losses. The cap and the buffer will be reduced after taking into account management fees and other fund fees and expenses.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) is an exchange-traded fund issued by AllianzIM that launched on Jul 31, 2023. It currently manages $35.0M in assets under management. The fund charges an expense ratio of 0.74%. The fund holds 5 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
14SPY 260731C00004680SPY 07/31/2026 4.68 C96.30%507$35.6M
24SPY 260731C00728350SPY 07/31/2026 728.35 C2.17%-507$-803843
34SPY 260731P00632020SPY 07/31/2026 632.02 P0.99%507$365K
44SPY 260731P00568870SPY 07/31/2026 568.87 P0.44%-507$-163826
5Cash&Other0.09%-34,800$-34800

Detailed Returns

PeriodReturnETF
1D
1W
+0.65%
1M
+7.98%
3M
+2.42%
6M
+4.74%
YTD
+3.14%
1Y
+22.62%
3Y
+47.66%
5Y
+47.66%

Moving Averages

20-Day MA

$35.98

Above 20-Day MA
50-Day MA

$35.72

Above 50-Day MA
200-Day MA

$35.04

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$36.96

Current Price

$36.84

52-Week Low

$30.09

$30.09$36.96

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricAUGTTechnology(1414 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.74%0.67%0.77%
AUM$35.0M$6.79B$311.8M
Dividend Yield2.97%14.07%
Avg Volume839574.9K29.6K
Holdings520013
Performance
1-Month Return+7.74%+12.36%+5.50%
6-Month Return+4.82%+4.39%+4.25%
YTD Return+3.53%+6.06%+3.03%
1-Year Return+23.34%+34.53%+16.90%

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