OALC

OneAscent$41.97+0.01 (+0.03%)
AUM $241.2MER 0.58%NAV $39.70Holdings 10

Price Chart

Key Statistics

Previous Close

$41.96

Day Range

$41.92$42.17

52-Week Range

$33.28$42.52

Avg Volume

14.8K

Dividend Yield

0.61%

Expense Ratio

0.58%

AUM

$241.2M

Shares Outstanding

6.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology37.71%
Financial Services13.57%
Consumer Cyclical11.00%
Industrials9.96%
Communication Services9.24%
Healthcare7.74%
Consumer Defensive4.24%
Energy2.69%
Utilities2.44%
Basic Materials0.79%
Real Estate0.60%
Cash & Others0.02%

Country Allocation

CountryWeight %
United States97.46%
Ireland0.73%
Other0.66%
United Kingdom0.52%
Singapore0.39%
Switzerland0.23%

Fund Information

Issuer
OneAscent
Category
Technology
Inception Date
Nov 14, 2021
Exchange
NYSE_ARCA
Description
OneAscent Large Cap Core ETF 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.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$906.99B
SPYState Street SPDR S&P 500 ETF$812.73B
VXUSVanguard Total International Stock ETF$651.00B

The OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund issued by OneAscent that launched on Nov 14, 2021. It currently manages $241.2M in assets under management. The fund charges an expense ratio of 0.58%. The fund holds 10 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 34.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP8.49%67,600$12.4M
2MSFTMICROSOFT CORP7.62%21,226$11.1M
3AMZNAMAZON.COM INC4.17%27,220$6.1M
4AVGOBROADCOM INC2.85%13,609$4.2M
5GOOGLALPHABET INC-A2.29%16,569$3.3M
6GOOGALPHABET INC-C2.13%15,333$3.1M
7JPMJPMORGAN CHASE1.84%9,252$2.7M
8BRK-BBERKSHIRE HATH-B1.84%5,740$2.7M
9CSCOCISCO SYSTEMS1.56%31,504$2.3M
10VVISA INC-CLASS A1.42%6,115$2.1M
11WMTWALMART INC1.41%19,818$2.1M
12MAMASTERCARD INC-A1.20%3,049$1.8M
13HDHOME DEPOT INC1.11%4,181$1.6M
14LLYELI LILLY & CO1.05%2,441$1.5M
15ORCLORACLE CORP1.05%6,091$1.5M

Detailed Returns

PeriodReturnETF
1D
+0.03%
1W
-0.90%
1M
+4.40%
3M
+4.88%
6M
+17.58%
YTD
+17.84%
1Y
+25.60%
3Y
+83.29%
5Y
+65.84%

Moving Averages

20-Day MA

$41.33

Above 20-Day MA
50-Day MA

$40.75

Above 50-Day MA
200-Day MA

$37.54

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$42.52

Current Price

$41.97

52-Week Low

$33.28

$33.28$42.52

Current Yield

0.61%

Annual Dividend

$0.6049

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.2152Jan 5, 2026
Dec 30, 2024$0.2070Jan 6, 2025
Dec 28, 2023$0.1000Jan 3, 2024
Dec 29, 2022$0.0827Jan 5, 2023
Dec 15, 2021$0.0140Dec 21, 2021

Dividend Payments Over Time

Category Comparison

MetricOALCTechnology(1498 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio0.58%0.60%0.70%
AUM$241.2M$8.25B$10.73B
Dividend Yield0.61%3.03%3.95%
Avg Volume14.8K668.6K825.1K
Holdings10231108
Performance
1-Month Return-3.00%-2.82%
6-Month Return-0.22%-12.03%
YTD Return+18.34%+13.67%+7.80%
1-Year Return+13.85%+8.33%

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