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Not Investment Advice

OASC

OneAscent Enhanced Small and Mid Cap ETF
1W: -1.3% 1M: -3.3% 3M: -1.2% YTD: +15.5% 1Y: +21.6%
$34.15
+0.27 (+0.80%)
 
Weekly Expected Move ±1.6%
$33 $34 $34 $35 $35
ETF AMEX · AUM $32.0M
Key Statistics
AUM$32M
Holdings156
Top 10 Wt21.0%
Volume11,584
Avg Volume11,845
Beta1.02
Portfolio Fundamentals
P/E19.6
P/B0.0
Div Yield1.08%
ROE0.1%
% Profitable80%
Inception2024-06-14
Sector Allocation
Financial Services 25.2%
Technology 20.4%
Healthcare 15.5%
Consumer Cyclical 12.1%
Industrials 11.3%
Basic Materials 4.8%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Reinsurance Group of America, Inc. RGA 3.64% $3.5M 14,025
2 New Jersey Resources Corporation NJR 2.45% $2.3M 43,306
3 Royalty Pharma plc RPRX 2.24% $2.1M 35,305
4 Northern Trust Corporation NTRS 2.24% $2.1M 11,540
5 Hasbro, Inc. HAS 2.06% $2.0M 21,691
6 CF Industries Holdings, Inc. CF 1.80% $1.7M 12,785
7 Ralph Lauren Corporation RL 1.78% $1.7M 4,896
8 Affiliated Managers Group, Inc. AMG 1.66% $1.6M 4,403
9 Watts Water Technologies, Inc. WTS 1.56% $1.5M 4,132
10 HF Sinclair Corporation DINO 1.55% $1.5M 13,627

Recent Holding Changes

Date Holding Change Details
2026-09-10 SUPN Changed 2891 → 2917
2026-09-10 CNO Changed 10062 → 10154
2026-09-10 INCY Changed 8795 → 8875
2026-09-10 XMTR Changed 2032 → 2050
2026-09-10 KE Changed 9167 → 9250

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms