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AOT Growth and Innovation ETF AOTG

Morningstar Medalist Rating
Medalist Rating as of | See AOT Invest Investment Hub

Morningstar’s Analysis AOTG

Will AOTG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOTG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AOTG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AOTG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in AOT Growth and Innovation ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AOTG

More AOTG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

10.49 3.7 Mil
Technology

NVIDIA Corp

7.68 2.7 Mil
Technology

Microsoft Corp

6.14 2.1 Mil
Technology

Alphabet Inc Class A

5.92 2.1 Mil
Communication Services

Amazon.com Inc

5.20 1.8 Mil
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.16 1.8 Mil
Technology

Toast Inc Class A

4.98 1.7 Mil
Technology

Nu Holdings Ltd Ordinary Shares Class A

4.73 1.6 Mil
Financial Services

Salesforce Inc

3.87 1.3 Mil
Technology

Remitly Global Inc

2.59 901,411
Technology