AOT Invest LLC

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AOT Invest LLC

AOT Invest LLC

@AOTINVEST

Sponsor: AOT Growth and Innovation ETF (Nasdaq: AOTG) $AOTG AOT Software Platform ETF (NYSE: AOTS) $AOTS PM: @JohnTinsman

Davenport, Iowa Katılım Haziran 2022
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
AOTG ETF Builds on Strong Performance At AOT Invest, we believe the intersection of high growth and low marginal cost creates a compelling opportunity of excellent long-term investment appreciation. The AOT Growth and Innovation ETF was made to build wealth for investors. $AOTG Top holdings include $NVDA $AMD $HOOD $TOST $AMZN $MSFT $APP $GOOGL $NU $TSM. Discover more and view holdings at AOTETF.com There is no guarantee that investment objectives will be achieved or that return expectations will be met. ETFAC-4999333-11/25
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John Tinsman
John Tinsman@JohnTinsman·
Riding the Innovation Supercycle The $AOTG ETF continues to ride the wave of innovation. The $AOTG ETF is powered by secular trends and high-margin digital leaders like $MSFT $GOOGL $NVDA $AMD. Learn more and view fund holdings at AOTETF.com/AOTG. Distributed by PINE Distributors LLC ETFAC-5037726-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
High Conviction Investment Strategy Spotlight: AOTG ETF Unlock growth potential with $AOTG: An actively managed ETF targeting low marginal cost innovators for long-term appreciation. No REITs, no BDCs—just pure high-conviction equity picks. Curious? Visit AOTETF.com/AOTG and see why the AOT Growth and Innovation ETF is different. #AOTG #InnovationInvesting Top ten holdings are $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Holdings as of December 23nd, 2025. To learn more and view fund holdings, visit AOTETF.com/AOTG Holdings are subject to change and should not be considered investment advice. ETFAC-5070847-12/25
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John Tinsman
John Tinsman@JohnTinsman·
AOTG ETF Builds on Strong Performance At AOT Invest, we believe the intersection of high growth and low marginal cost creates a compelling opportunity of excellent long-term investment appreciation. The AOT Growth and Innovation ETF was made to build wealth for investors. $AOTG Top holdings include $NVDA $AMD $HOOD $TOST $AMZN $MSFT $APP $GOOGL $NU $TSM. Discover more and view holdings at AOTETF.com There is no guarantee that investment objectives will be achieved or that return expectations will be met. ETFAC-4999333-11/25
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Technology ETF Spotlight: AOT Software Platform ETF Information: AOT Software Platform ETF (NYSE: $AOTS), tracks the performance of the AOT VettaFi Software Platform Index. What makes $AOTS unique? Cross sector approach to software and technology: NYSE Listed AOTS ETF includes companies such as Google, Amazon, and Visa that fall outside the traditional information technology and software classification. AOTS does this to strive to lower volatility and raise performance. Excludes unprofitable companies: AOTS does this to strive to lower volatility and raise performance. Factor based weighting: Unlike leading technology ETFs, AOTS does not weight just by market capitalization. Instead, it also includes factors such as price to earning ratio, return on capital invested, and cost of revenue/sold in its proprietary weighting method, striving to invest capital in the most profitable growing software platform businesses and the lowest valuation metrics. AOTS is redefining what passive index investment in technology means. Top holdings include $GOOGL $AAPL $NVDA $AMZN $MSFT $META $V $MA $NFLX $BABA. Holdings as of December 23nd, 2025. To learn more and view fund holdings, visit AOTETF.com/AOTS Holdings are subject to change and should not be considered investment advice. The AOT VettaFi Software Platform Index tracks the performance of the top companies that rely on, contribute to, or create software platforms that enable their functionality and delivery of services. Indexes are unmanaged and not available for direct investment. ETFAC-5070847-12/25
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Built for the AI Age $AOTG focuses on the companies powering the backbone of AI and cloud computing. From semis to software, this ETF targets long-term structural growth. Top holdings: $TSM, $AMD, $AMZN, $MSFT, $GOOGL Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice. Learn more and view fund holdings at AOTETF.com/aotg ETAC-5106194-01/26
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Invest in Scalable Platforms $AOTS holds software-driven platform companies that dominate their categories. These businesses generate real profits, scale efficiently, and operate across industries like e-commerce, mobility, and design. Top holdings: $GOOGL, $AAPL, $AMZN, $META, $NVDA Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice. Learn more and view fund holdings at AOTETF.com/aots ETAC-5106194-01/26
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
High Conviction Investment Strategy Spotlight: AOTG ETF Unlock growth potential with $AOTG: An actively managed ETF targeting low marginal cost innovators for long-term appreciation. No REITs, no BDCs—just pure high-conviction equity picks. Curious? Visit AOTETF.com and see why the AOT Growth and Innovation ETF is different. #AOTG #InnovationInvesting Top ten holdings are $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Holdings as of December 23nd, 2025. To learn more and view fund holdings, visit AOTETF.com/AOTG Holdings are subject to change and should not be considered investment advice. ETFAC-5070847-12/25
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Next-Gen Wealth Needs Next-Gen Portfolios Thematic investing is often the default for Gen Z and Millennials. $AOTG captures the AI buildout, while $AOTS focuses on software platforms that scale. Learn more and view fund holdings at AOTETF.com/aotg and AOTETF.com/aots $AOTG $AOTS $TSLA $GOOGL $META $AMZN $AAPL $NFLX $MSFT $NVDA ETAC-5106194-01/26
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
US Equities Rallied in 2025 All three major US indexes posted double-digit gains in 2025. The Nasdaq led with a 22.2% gain, followed by the S&P 500 at 17.8% and the Dow at 14.5%. AI enthusiasm, earnings strength, and rate cut optimism kept the bull market alive. Learn more and view fund holdings at AOTETF.com/aotg and AOTETF.com/aots $AOTG $AOTS $TSLA $GOOGL $META $AMZN $AAPL $NFLX $MSFT $NVDA ETAC-5106194-01/26
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Alphabet Outruns the Pack The Magnificent Seven rose 25% this year. That’s a slowdown from 67% in 2024 and 107% in 2023, but still a strong showing. $GOOGL led the group with a 65% gain, proving that AI momentum remains intact even as the rally cools. Learn more and view fund holdings at AOTETF.com/aotg. $AOTG $TSLA $GOOGL $META $AMZN $AAPL $NFLX $MSFT $NVDA ETAC-5106194-01/26
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John Tinsman
John Tinsman@JohnTinsman·
Low Marginal Cost Spotlight: AOTG ETF & AOTS ETF What if one more customer costs almost nothing to serve so additional sales come at near 100% profit margins? That's low marginal cost magic—and it has helped fuel massive earnings growth. $AOTG & $AOTS target these scalable giants (think Microsoft-scale efficiency, where one additional unit of Microsoft Office costs nothing to produce). #AOTG #AOTS #InnovationETF Top holdings of AOTG include $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Top holdings of AOTS include $GOOGL $AAPL $NVDA $AMZN $MSFT $META $V $MA $NFLX $BABA. Holdings as of December 23nd, 2025. To learn more and view fund holdings, visit AOTETF.com/AOTG, and AOTETF.com/AOTS Holdings are subject to change and should not be considered investment advice. ETFAC-5070847-12/25
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Narrow Breadth The S&P 500 outperformed its equal-weighted version in 2025. Once again, a handful of large-cap tech names carried most of the market’s gains. Investors without exposure to $MSFT, $AAPL, $GOOGL, or $NVDA likely lagged the index. Learn more and view fund holdings at AOTETF.com/aotg and AOTETF.com/aots ETAC-5106194-01/26
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
The AI Rally Is Already Outlasting History Historically, bubbles peak at 2.5 years. The AI-driven bull run has lasted 3 years and pushed the Nasdaq 100 up 130%. That’s longer than the dotcom bubble, the post-Covid FAANG surge, and even Japan’s late 80s rally. Learn more and view fund holdings at AOTETF.com/aotg and AOTETF.com/aots $AOTG $AOTS $TSLA $GOOGL $META $AMZN $AAPL $NFLX $MSFT $NVDA ETAC-5106194-01/26
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Investing in Innovation $AOTG just hit another record high. AI, software, and chip demand are still growing fast. We believe the future belongs to platform leaders and digital tollbooths. Top holdings: $NVDA $AMD $GOOGL $TSM $MSFT Learn more and view fund holdings at aotetf.com/AOTG. ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Why Growth Matters Value investing focuses on undervalued companies. Growth investing bets on companies building the future. AOTG targets leaders in tech, AI, and innovation. Learn more and view fund holdings at AOTETF.com/aotg $AOTG $NVDA $TSLA $GOOGL $META $AMZN $AAPL $NFLX ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Big Tech’s Breather The AI trade might be slowing, but long-term growth trends are still intact. Valuations remain far from euphoric levels. Learn more and view fund holdings at AOTETF.com/aotg and         AOTETF.com/aots $AOTG $NVDA $TSLA $GOOGL $META $AMZN $AAPL $NFLX ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Strong Fundamentals. Real Growth. With record earnings, growing margins, and disciplined capex, US tech looks more solid than speculative. AOTG is positioned for durable innovation. Learn more and view fund holdings at AOTETF.com/aotg. $AOTG $NVDA $TSLA $GOOGL $META $AMZN $AAPL $NFLX ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
The Quiet AI Winner While others stumble, $MU has quietly surged 170% this year. Strong demand for AI chips and still trading at a relatively low valuation make it one to watch. Learn more and view fund holdings at AOTETF.com/aotg and         AOTETF.com/aots $AOTG $NVDA $TSLA $GOOGL $META $AMZN $AAPL $NFLX ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
Beyond the Magnificent Seven Analysts expect strong earnings even outside Big Tech. AOTG captures long-term secular growth across software, AI, and tech-enabled industries. Learn more and view fund holdings at AOTETF.com/aotg. $AOTG $NVDA $TSLA $GOOGL $META $AMZN $AAPL $NFLX ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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AOT Invest LLC
AOT Invest LLC@AOTINVEST·
History Favors the Leaders Market concentration has happened before and didn’t always end in bubbles. Tech could remain dominant, and AOTG is built to capture that. Learn more and view fund holdings at AOTETF.com/aotg. $AOTG $NVDA $TSLA $GOOGL $META $AMZN $AAPL $NFLX ETFAC-5087861-12/25 Disclosure: The securities discussed do not represent the fund’s current or future investments. Portfolio holdings are subject to change and should not be considered investment advice.
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