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OALC - ETF AI Analysis
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OneAscent Large Cap Core ETF (OALC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, boosting the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date gains, indicating strong overall momentum in its portfolio.
Negative Factors
High Technology Concentration
Over 36% of the portfolio is allocated to Technology, making the fund vulnerable to downturns in this sector.
Limited Geographic Exposure
With over 94% of assets focused on U.S. companies, the ETF lacks diversification across global markets.
Moderate Expense Ratio
The ETF's expense ratio of 0.49% is higher than some low-cost alternatives, which could slightly reduce investor returns over time.
OALC vs. SPDR S&P 500 ETF (SPY)
AUM200.80M
RegionNorth America
Expense Ratio0.49%
Beta0.97
IssuerOneascent
Inception DateNov 16, 2021
Dividend Yield0.59%
Asset ClassEquity
Index TrackedS&P 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,984
30 Day Avg. Volume20,386
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
42.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering205
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
OALC Summary
The OneAscent Large Cap Core ETF (OALC) is an investment fund that focuses on large, established companies in the U.S., making it a solid choice for investors looking for stability and growth. It includes well-known companies like Nvidia and Microsoft, and covers a variety of sectors such as technology, financials, and consumer goods. This ETF is ideal for those seeking diversification across major industries while aiming for steady returns. However, since it heavily invests in tech stocks, its performance can be affected by fluctuations in the technology sector.
How much will it cost me?The OneAscent Large Cap Core ETF (OALC) has an expense ratio of 0.49%, meaning you’ll pay $4.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, which involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The OneAscent Large Cap Core ETF (OALC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia and Microsoft. However, rising interest rates or economic slowdowns could negatively impact financial and consumer cyclical sectors, which are also key components of the ETF. Additionally, regulatory changes or geopolitical tensions affecting U.S.-based companies may pose risks to its future performance.
OALC Top 10 Holdings
The OneAscent Large Cap Core ETF leans heavily on the technology sector, with standout names like Nvidia and Microsoft shaping its performance. Nvidia, despite its long-term AI-driven growth story, has seen mixed momentum recently, while Microsoft’s cloud and AI segments are a bright spot, though its stock has faced some short-term headwinds. Alphabet’s dual share classes have been rising steadily, buoyed by strong AI and cloud investments, making it a key driver for the fund. Meanwhile, Berkshire Hathaway has been lagging, weighed down by bearish technical signals. With a strong U.S. focus and a tech-heavy tilt, the fund’s trajectory is closely tied to Big Tech’s fortunes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.56% | $15.17M | $4.55T | 35.23% | 76 Outperform | |
| Microsoft | 6.04% | $12.11M | $3.39T | 7.18% | 79 Outperform | |
| Amazon | 4.20% | $8.43M | $2.55T | 5.83% | 71 Outperform | |
| Alphabet Class A | 3.44% | $6.90M | $4.02T | 68.37% | 85 Outperform | |
| Alphabet Class C | 2.84% | $5.70M | $4.02T | 68.64% | 82 Outperform | |
| Broadcom | 2.73% | $5.47M | $1.63T | 48.12% | 76 Outperform | |
| JPMorgan Chase | 1.74% | $3.50M | $841.89B | 20.57% | 72 Outperform | |
| Berkshire Hathaway B | 1.71% | $3.43M | $1.06T | 5.42% | 66 Neutral | |
| Eli Lilly & Co | 1.69% | $3.39M | $976.55B | 43.08% | 72 Outperform | |
| Cisco Systems | 1.52% | $3.04M | $297.32B | 24.84% | 77 Outperform |
OALC Technical Analysis
Positive
―
Price Trends
35.34
Positive
34.92
Positive
32.88
Positive
Market Momentum
0.27
Negative
59.22
Neutral
66.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OALC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.89, equal to the 50-day MA of 35.34, and equal to the 200-day MA of 32.88, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 59.22 is Neutral, neither overbought nor oversold. The STOCH value of 66.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OALC.
OALC Peer Comparison
Comparison Results
Performance Comparison
OALC
OneAscent Large Cap Core ETF
36.19
5.47
17.81%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
SPYM
State Street SPDR Portfolio S&P 500 ETF
―
―
―
AVLC
Avantis U.S. Large Cap Equity ETF
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―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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