AOTG vs. LSEQ ETF Comparison

Comparison of AOT Growth and Innovation ETF (AOTG) to Harbor Long-Short Equity ETF (LSEQ)

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

$45.77

Average Daily Volume

505

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.03

Average Daily Volume

974

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

Performance

Period	AOTG	LSEQ
30 Days	6.59%	3.94%
60 Days	11.36%	5.97%
90 Days	13.48%	6.81%
12 Months	46.23%

13 Overlapping Holdings

Symbol	Grade	Weight in AOTG	Weight in LSEQ	Overlap
AMZN	B	4.88%	-1.99%	-1.99%
DOCU	B	0.91%	1.38%	0.91%
LLY	F	1.72%	1.11%	1.11%
MSFT	D	4.0%	-1.86%	-1.86%
NFLX	A	1.69%	0.83%	0.83%
NOW	B	2.25%	0.9%	0.9%
PANW	B	0.3%	0.69%	0.3%
SNOW	C	0.33%	-1.59%	-1.59%
SPOT	B	1.54%	1.46%	1.46%
TTD	B	1.93%	0.67%	0.67%
TYL	B	1.91%	0.76%	0.76%
WDAY	C	1.69%	-1.49%	-1.49%
ZM	B	0.53%	0.73%	0.53%

AOTG Overweight 34 Positions Relative to LSEQ

Symbol	Grade	Weight
NVDA	A	11.27%
AMD	F	7.7%
CRM	B	5.82%
TOST	A	5.82%
NU	C	5.32%
TSM	B	5.03%
GOOGL	B	4.16%
V	A	3.78%
PCTY	B	3.64%
SHOP	B	3.31%
ADBE	D	2.54%
TSLA	A	2.5%
PYPL	B	2.35%
MELI	D	2.34%
PAYC	B	1.1%
SOFI	A	1.0%
DDOG	A	0.9%
SQ	A	0.84%
DLO	C	0.79%
IOT	A	0.66%
DOCN	D	0.59%
DAY	B	0.47%
ROKU	D	0.46%
VEEV	C	0.46%
ADSK	B	0.45%
Z	A	0.37%
PAYX	B	0.37%
BILL	B	0.32%
AXP	B	0.32%
MA	B	0.26%
OKTA	D	0.19%
MDB	C	0.16%
FSLY	F	0.08%
NTLA	F	0.07%

AOTG Underweight 141 Positions Relative to LSEQ

Symbol	Grade	Weight
APP	A	-3.65%
PLTR	A	-2.91%
CVNA	A	-2.27%
AAL	B	-2.23%
VSCO	A	-1.95%
CASY	A	-1.91%
KSS	F	-1.89%
CCL	A	-1.89%
HPE	B	-1.85%
WMT	A	-1.84%
USFD	A	-1.82%
COST	A	-1.77%
DOCS	C	-1.75%
CPNG	D	-1.66%
RGLD	C	-1.66%
PLTK	B	-1.55%
AXTA	B	-1.54%
OGN	F	-1.54%
BSX	A	-1.52%
EXEL	B	-1.49%
TMUS	B	-1.49%
DECK	A	-1.45%
BKNG	A	-1.39%
ANET	C	-1.39%
R	B	-1.37%
PFE	F	-1.26%
MTCH	F	-1.22%
PRGO	C	-1.21%
ZBRA	B	-1.19%
RCL	A	-1.19%
GDDY	A	-1.19%
MUSA	B	-1.16%
JWN	C	-1.15%
KEX	B	-1.13%
LIN	D	-1.11%
MSI	B	-1.09%
KMI	A	-1.08%
THC	C	-1.07%
WSM	D	-1.02%
PKG	B	-1.01%
RPM	B	-0.99%
FTI	A	-0.97%
T	A	-0.96%
META	C	-0.95%
PEGA	B	-0.94%
TRGP	A	-0.93%
NTAP	C	-0.92%
TJX	A	-0.92%
EHC	B	-0.91%
TXRH	B	-0.91%
ECL	D	-0.88%
FICO	B	-0.88%
MANH	D	-0.88%
AM	A	-0.88%
DASH	A	-0.87%
HLT	A	-0.86%
COR	B	-0.86%
DTM	A	-0.86%
UBER	F	-0.86%
OKE	A	-0.84%
WMB	A	-0.83%
GWRE	A	-0.82%
FTNT	B	-0.81%
IT	C	-0.8%
FFIV	B	-0.78%
AMCR	D	-0.77%
EXP	B	-0.77%
UAL	A	-0.77%
ISRG	A	-0.76%
GLW	B	-0.76%
LPX	B	-0.76%
NTNX	B	-0.75%
HCA	F	-0.73%
VST	A	-0.73%
GMED	A	-0.72%
NTRA	A	-0.72%
ATR	B	-0.72%
DUOL	A	-0.72%
ROST	D	-0.72%
LOW	C	-0.71%
CAH	B	-0.7%
COHR	B	-0.7%
EBAY	D	-0.69%
INCY	C	-0.69%
PFGC	B	-0.69%
TKO	A	-0.69%
UTHR	C	-0.68%
SHW	C	-0.68%
JAZZ	C	-0.67%
BURL	A	-0.67%
BMY	A	-0.67%
RBLX	B	-0.67%
SO	C	-0.67%
SYK	A	-0.66%
AAPL	C	-0.65%
ITCI	B	-0.65%
HRB	D	-0.65%
DELL	B	-0.64%
NI	A	-0.64%
RMD	C	-0.63%
ILMN	C	-0.63%
SMAR	A	-0.61%
NRG	B	-0.61%
OMC	C	-0.57%
SMG	C	-0.57%
AMGN	D	-0.54%
IFF	D	-0.54%
ALNY	D	-0.52%
ABBV	F	-0.52%
CEG	C	-0.52%
BFAM	F	-0.49%
SMCI	F	--1.15%
IDXX	F	--1.41%
SLB	C	--1.48%
CIVI	D	--1.5%
CHRD	F	--1.53%
AAP	D	--1.55%
ACHC	F	--1.61%
CABO	C	--1.62%
ALB	B	--1.65%
DG	F	--1.73%
APA	F	--1.74%
MEDP	D	--1.79%
SNPS	C	--1.79%
LITE	B	--1.79%
DLTR	F	--1.82%
FANG	D	--1.83%
U	F	--1.89%
DXCM	C	--1.89%
WFRD	F	--1.91%
MTN	C	--1.93%
GO	C	--1.94%
WING	D	--1.98%
TXG	F	--2.0%
DV	C	--2.05%
CAR	C	--2.13%
WBA	F	--2.17%
MCK	A	--2.19%
FIVN	C	--2.29%
NFE	F	--2.39%
OVV	C	--2.47%