BATT

Amplify Lithium & Battery Technology ETF
*Unless otherwise stated, data provided by FactSet.

BATT Fund Description

BATT tracks a market-cap-weighted index that invests in global advanced battery material companies such as those that mine or produce lithium, cobalt, nickel, manganese, and graphite.

BATT Factset Analytics Insight

BATT invests in advanced battery materials and technology companies globally. A committee selects the components of the fund from a pool of eligible companies. To qualify for inclusion in the selection pool, companies must generate at least 50% of their revenue from the mining, exploration, production, development, processing, or recycling of lithium, cobalt, nickel, manganese, or graphite. Also, companies that hold 10% or more of the global market share for advanced battery materials and report their primary source of revenue as such are also eligible. Alternatively, companies that derive 90% of their revenue from the development and production of electric vehicles can also be included. Index components are weighted by their market-cap, up to a maximum initial weight of 7%. Industry weight to automobiles and components cannot exceed 20% of the total index weight. Prior to October 12,2020, the fund was actively managed and was named Amplify Advanced Battery Metals and Materials ETF.

PERFORMANCE [as of 08/03/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BATT 5.06% 2.23% -15.78% -15.58% 14.82% -- --
BATT (NAV) 5.43% 1.95% -15.65% -15.64% 14.81% -- --
EQM Lithium & Battery Technology Index 5.41% 1.79% -15.85% -15.71% -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BATT Summary Data

Amplify
06/06/18
Open-Ended Fund
0.59%
$192.40M
$1.14M
0.24%

BATT Portfolio Data

$85.74B
261.41
3.12
2.76%
N/A
90

BATT Index Data

EQM Lithium & Battery Technology Index
Market Cap
Market Cap
N/A

BATT Portfolio Management

0.59%
-0.31%
0.31%
-4.46%

BATT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BATT Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

BATT Factset Analytics Block Liquidity

As of 08/04/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of BATT. BATT is rated a 5 out of 5.

BATT Tradability

76,686
$1.14M
61,246
$886.63K
0.24%
$0.04
0.00%
1.86% / -1.82%
None
35.00%
50,000
1.22
0.03%
0.05%
3,006
$15.14
5

BATT Sector/Industry Breakdown


BATT
Segment Benchmark
25.95%
--
21.36%
--
18.37%
--
15.50%
--
8.55%
--
3.82%
--
2.44%
--
1.49%
--
0.80%
--
0.67%
--

BATT Top 10 Holdings[View All]

8.61%
Tesla Inc 7.14%
5.50%
3.80%
2.06%
2.05%
40.61%

BATT Countries


BATT
Segment Benchmark
23.46%
--
16.84%
--
14.13%
--
13.49%
--
7.03%
--
5.98%
--
5.59%
--
4.77%
--
1.74%
--
1.35%
--

BATT Regions


BATT
Segment Benchmark
59.84%
--
28.23%
--
9.54%
--
1.74%
--
0.65%
--

BATT Economic Development


BATT
Segment Benchmark
79.41%
--
20.59%
--

BATT Performance Statistics

--
--
--
--
--
N/A

BATT Benchmark Comparison Holdings

90
--
--
--

BATT Benchmark Comparison Summary


BATT
Segment Benchmark
90
--
$85.74B
--
261.41
--
3.12
--
1.54%
--
Medium
--

BATT Benchmark Comparison Market Cap Size


BATT
Segment Benchmark
61.68%
--
21.12%
--
11.34%
--
5.86%
--