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Upturn AI SWOT - About
AOT Growth and Innovation ETF (AOTG)
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Upturn Advisory Summary
08/28/2025: AOTG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 47.7% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 32.95 - 49.41 | Updated Date 06/29/2025 |
52 Weeks Range 32.95 - 49.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
AOT Growth and Innovation ETF
ETF Overview
Overview
The AOT Growth and Innovation ETF aims to provide capital appreciation by investing in companies exhibiting high growth potential and innovative business models across various sectors.
Reputation and Reliability
Information not available to determine issuer reputation and reliability.
Management Expertise
Information not available to determine management expertise.
Investment Objective
Goal
To achieve long-term capital appreciation through investments in growth and innovation-focused companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather employs an active management strategy to select companies demonstrating growth and innovation.
Composition The ETF holds primarily stocks of companies across multiple sectors, focusing on businesses with innovative products, services, or technologies.
Market Position
Market Share: Market share data is not readily available for this specific ETF relative to its peers.
Total Net Assets (AUM): AUM data unavailable.
Competitors
Key Competitors
- ARKK
- IWF
- QQQ
Competitive Landscape
The ETF industry is highly competitive. AOT faces competition from well-established ETFs like ARKK, IWF, and QQQ. AOT needs a competitive edge in management, stock selection, or fees to gain market share. The competitive landscape is dynamic, with new ETFs entering the market regularly. AOT's success depends on its ability to differentiate itself and deliver superior performance.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Benchmark comparison is unavailable as specific data is not available.
Expense Ratio: Expense ratio data unavailable.
Liquidity
Average Trading Volume
Average trading volume data is currently unavailable to evaluate the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data is currently unavailable for analysis.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation, along with technological advancements and industry-specific growth prospects, influence the ETF.
Growth Trajectory
Without available data, it is not possible to determine specific growth trends or changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages cannot be accurately determined without fund-specific data. Possible competitive advantages might include the fund's stock selection strategy, the expertise of its management team, its ability to identify innovative companies, or its niche market focus. A well-defined investment process, strong risk management, and the ability to generate consistent returns are essential. Unique strategies or access to specialized research also enhance the competitive positioning.
Risk Analysis
Volatility
Volatility assessment is impossible without historical performance data.
Market Risk
The ETF is exposed to market risks associated with equity investments, including economic downturns, sector-specific challenges, and company-specific issues. Growth stocks, in particular, can be more volatile than value stocks.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors with a high-risk tolerance seeking long-term capital appreciation through exposure to innovative companies. Investors comfortable with market fluctuations and potential for significant gains, and losses, should consider it.
Market Risk
It is best suited for long-term investors seeking growth and willing to tolerate higher volatility than passive index followers.
Summary
The AOT Growth and Innovation ETF aims for capital appreciation by investing in growth-oriented and innovative companies. Its potential performance depends on its stock selection, risk management, and the overall market environment. Given the available information, determining its competitiveness and future success is challenging. Investors should evaluate their risk tolerance and investment objectives before considering this ETF. Additional data is needed to complete a full assessment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, ETF.com, Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Data is based on the latest available information but may not be entirely up-to-date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AOT Growth and Innovation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that invests in U.S. listed equity securities that have high growth potential based on a low marginal cost business model. It"s investment universe consists of publicly traded equity securities listed in the United States with a minimum market capitalization of $800 million. The Sub-Adviser also excludes REITs, and Business Development Companies ("BDCs").
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.