OALC - OneAscent Large Cap Core ETF Analysis | Stock Taper
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OALC

OneAscent Large Cap Core ETF
OneAscent Large Cap Core ETF OneAscent
$40.75 0.53% (+0.21)

Managing Company OneAscent
Asset Under Management $240.38M
Inception Date Nov 14, 2021
Expense Ratio 0.58%
52w High $40.91
52w Low $30.27
Volume 23,314
Avg Volume 21,250
Asset Class Equity

About OneAscent Large Cap Core ETF

The OneAscent Large Cap Core ETF (OALC) seeks capital appreciation by investing in a broad group of large-cap U.S. companies similar to the S&P 500 after applying the OneAscent Elevate screening process. It is designed to be a core holding for equity portfolios providing diversified access to U.S. large cap companies with a values-aligned approach.

SECTOR HOLDINGS

Technology Technology
37.83%
Financial Services Financial Services
14.69%
Consumer Cyclical Consumer Cyclical
11.11%
Communication Services Communication Services
8.38%
Industrials Industrials
7.64%
Healthcare Healthcare
6.37%
Consumer Defensive Consumer Defensive
5.27%
Utilities Utilities
3.03%
Energy Energy
2.49%
Basic Materials Basic Materials
1.29%
Real Estate Real Estate
1.01%
Cash & Others Cash & Others
0.90%

ASSET ALLOCATION BY REGION

United States flag United States
98.07%
Ireland flag Ireland
0.89%
United Kingdom flag United Kingdom
0.59%
Other
0.28%
Switzerland flag Switzerland
0.18%