How have OALC shares performed in 2024?

OneAscent Large Cap Core ETF's stock was trading at $24.94 at the beginning of the year. Since then, OALC stock has increased by 3.2% and is now trading at $25.7399. View the best growth stocks for 2024 here .

What does OALC invest in?

OneAscent Large Cap Core ETF is a equity fund issued by OneAscent Investment Solutions. OALC focuses on large cap investments. The fund's investments total to approximately $99.11 million assets under management.

What stocks does OneAscent Large Cap Core ETF hold?

OALC invests in 130 holdings. Some of the stocks in their portfolio include Microsoft (MSFT) , NVIDIA (NVDA) , Amazon.com (AMZN) , Alphabet (GOOGL) , Alphabet (GOOG) , Broadcom (AVGO) , Berkshire Hathaway (BRK.B) , Sempra (SRE) , Abbott Laboratories (ABT) and Cisco Systems (CSCO) .

What is the management fee for OneAscent Large Cap Core ETF?

OneAscent Large Cap Core ETF's management fee is 0.35% and has other expenses of 0.47%. The net expense ratio for OALC is 0.82%.

Who are OneAscent Large Cap Core ETF's major shareholders?

OneAscent Large Cap Core ETF's stock is owned by a variety of retail and institutional investors. Top institutional investors include OneAscent Financial Services LLC (54.77%), OneAscent Wealth Management LLC (29.42%) and RFG Advisory LLC (1.29%).

How do I buy shares of OneAscent Large Cap Core ETF?

Shares of OALC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:OALC

OneAscent Large Cap Core ETF (OALC) Price, Holdings, & News

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$25.74

-0.17 (-0.66%)

(As of 04/19/2024 ET)

Compare

Today's Range: $25.74
▼
$25.87
50-Day Range: $25.74
▼
$27.36
52-Week Range: $20.88
▼
$27.37

Volume: 8,439 shs
Average Volume: 32,258 shs
Market Capitalization: $97.81 million

Assets Under Management: $99.11 million
Dividend Yield: 0.31%
Net Expense Ratio: 0.82%

Stock Analysis Chart Holdings Ownership Ratings

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About OneAscent Large Cap Core ETF

The OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap companies screened and selected for its value-based philosophy and fundamental evaluation. The fund seeks capital appreciation. OALC was launched on Nov 16, 2021 and is managed by Oneascent.

OALC Stock Price History

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OALC ETF News Headlines

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Fund Details

Issuer: OneAscent Investment Solutions
Fund Name: OneAscent Large Cap Core ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:OALC
Inception Date: 11/16/2021
Fund Manager: Andrew Manton
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: N/A
Category: Size and Style
Focus: Large Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 130

Fund Statistics

Assets Under Management: $99.11 million
Average Daily Volume: $0.00
Discount/Premium: 0.00%

Administrator, Advisor and Custodian

Administrator: Ultimus Fund Solutions, LLC
Advisor: OneAscent Investment Solutions, LLC
Custodian: Brown Brothers Harriman & Co.
Distributor: Northern Lights Distributors, LLC
Transfer Agent: Brown Brothers Harriman & Co.
Trustee: N/A
Lead Market Maker: GTS

Miscellaneous

Outstanding Shares: 3,800,000
Beta: 0.91
Creation Fee: $500.00

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OneAscent Large Cap Core ETF Expenses

Type	OALC	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.35%	0.57%	0.54%	0.50%	0.51%
Other Expenses	0.47%	0.29%	0.54%	0.64%	0.58%
Total Expense	0.82%	0.64%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.19%	-0.55%	-0.68%	-0.57%
Net Expense	0.82%	0.61%	0.60%	0.58%	0.58%

OneAscent Large Cap Core ETF (OALC) Holdings & Exposure

Top 10 OALC Holdings

OALC Sector Exposure

OALC Industry Exposure

Full Holdings Details

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Institutional Ownership

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OALC ETF - Frequently Asked Questions

How have OALC shares performed in 2024?: OneAscent Large Cap Core ETF's stock was trading at $24.94 at the beginning of the year. Since then, OALC stock has increased by 3.2% and is now trading at $25.7399.
View the best growth stocks for 2024 here.
What does OALC invest in?: OneAscent Large Cap Core ETF is a equity fund issued by OneAscent Investment Solutions. OALC focuses on large cap investments. The fund's investments total to approximately $99.11 million assets under management.
What stocks does OneAscent Large Cap Core ETF hold?: OALC invests in 130 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), NVIDIA (NVDA), Amazon.com (AMZN), Alphabet (GOOGL), Alphabet (GOOG), Broadcom (AVGO), Berkshire Hathaway (BRK.B), Sempra (SRE), Abbott Laboratories (ABT) and Cisco Systems (CSCO).
What is the management fee for OneAscent Large Cap Core ETF?: OneAscent Large Cap Core ETF's management fee is 0.35% and has other expenses of 0.47%. The net expense ratio for OALC is 0.82%.

Who are OneAscent Large Cap Core ETF's major shareholders?: OneAscent Large Cap Core ETF's stock is owned by a variety of retail and institutional investors. Top institutional investors include OneAscent Financial Services LLC (54.77%), OneAscent Wealth Management LLC (29.42%) and RFG Advisory LLC (1.29%).
How do I buy shares of OneAscent Large Cap Core ETF?: Shares of OALC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:OALC) was last updated on 4/19/2024 by MarketBeat.com Staff

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