Key stats
About Amplify Lithium & Battery Technology ETF
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Inception date
Jun 6, 2018
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Amplify Investments LLC
Distributor
Foreside Fund Services LLC
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.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Non-Energy Minerals
Producer Manufacturing
Consumer Durables
Process Industries
Stocks99.68%
Non-Energy Minerals43.50%
Producer Manufacturing27.78%
Consumer Durables15.64%
Process Industries10.24%
Electronic Technology2.53%
Bonds, Cash & Other0.32%
Cash0.23%
Mutual fund0.05%
Corporate0.04%
Stock breakdown by region
Asia49.10%
North America29.68%
Oceania14.88%
Europe4.76%
Latin America1.57%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history