AOTG vs. LCLG ETF Comparison

Comparison of AOT Growth and Innovation ETF (AOTG) to Logan Capital Broad Innovative Growth ETF (LCLG)
AOTG

AOT Growth and Innovation ETF

AOTG Description

EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$46.48

Average Daily Volume

523

Number of Holdings *

47

* may have additional holdings in another (foreign) market
LCLG

Logan Capital Broad Innovative Growth ETF

LCLG Description The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Grade (RS Rating)

Last Trade

$53.64

Average Daily Volume

562

Number of Holdings *

57

* may have additional holdings in another (foreign) market
Performance
Period AOTG LCLG
30 Days 9.55% 8.70%
60 Days 12.90% 10.68%
90 Days 15.34% 12.18%
12 Months 49.34% 42.48%
7 Overlapping Holdings
Symbol Grade Weight in AOTG Weight in LCLG Overlap
ADBE C 2.59% 1.1% 1.1%
AMZN C 4.78% 4.3% 4.3%
GOOGL C 4.13% 2.56% 2.56%
MA C 0.26% 4.62% 0.26%
NFLX A 1.82% 5.14% 1.82%
PAYC B 1.06% 0.84% 0.84%
TTD B 1.83% 1.78% 1.78%
AOTG Overweight 40 Positions Relative to LCLG
Symbol Grade Weight
NVDA C 10.8%
AMD F 7.3%
TOST B 6.25%
CRM B 5.88%
NU C 4.82%
TSM B 4.74%
SHOP B 4.06%
MSFT F 3.98%
V A 3.87%
PCTY B 3.4%
TSLA B 2.67%
MELI D 2.42%
PYPL B 2.42%
NOW A 2.26%
TYL B 1.86%
SPOT B 1.77%
WDAY B 1.73%
LLY F 1.52%
SOFI A 1.08%
SQ B 1.04%
DLO C 1.0%
DDOG A 0.92%
DOCU A 0.91%
IOT A 0.62%
DOCN D 0.56%
ZM B 0.52%
ROKU D 0.46%
ADSK A 0.45%
VEEV C 0.43%
DAY B 0.43%
Z A 0.37%
SNOW C 0.35%
BILL A 0.35%
PAYX C 0.35%
AXP A 0.32%
PANW C 0.3%
OKTA C 0.19%
MDB C 0.15%
FSLY D 0.07%
NTLA F 0.06%
AOTG Underweight 50 Positions Relative to LCLG
Symbol Grade Weight
APP B -5.16%
AAPL C -4.63%
APH A -4.28%
AVGO D -3.99%
META D -3.86%
KLAC D -3.65%
DKS C -3.01%
CTAS B -2.83%
URI B -2.58%
FAST B -2.32%
ODFL B -2.16%
DECK A -1.86%
GOOG C -1.8%
COIN C -1.78%
LAD A -1.76%
BURL A -1.75%
ANET C -1.69%
WSM B -1.65%
CPRT A -1.62%
SHW A -1.58%
MTD D -1.58%
TXRH C -1.54%
LECO B -1.46%
EA A -1.32%
WAT B -1.29%
SBUX A -1.28%
ZBRA B -1.2%
ACN C -1.07%
MAR B -0.98%
NDSN B -0.96%
HD A -0.93%
GPK C -0.9%
LPLA A -0.87%
MNST C -0.87%
A D -0.82%
HUBB B -0.8%
IQV D -0.69%
LOGI D -0.68%
LULU C -0.66%
ZTS D -0.59%
TRMB B -0.58%
ELF C -0.56%
ETN A -0.53%
POOL C -0.45%
CRL C -0.41%
NSP D -0.4%
LW C -0.38%
RH B -0.36%
OMF A -0.35%
IPGP D -0.25%
Compare ETFs