StockDriftsStockDriftsTop 50 OneAscent Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OAIM | UNIFIED SER TR | 7.55% | 251.1K | $10.8M | +0.38%(+955) | $34.52(+36.74%) | 2026-03-31 | |
| OACP | UNIFIED SER TR | 6.6% | 415.6K | $9.4M | -5.01%(-21.90K) | $22.93(-1.07%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 5.8% | 135.4K | $8.3M | +0.47%(+633) | $43.91(+31.24%) | 2026-03-31 | |
| OALC | UNIFIED SER TR | 2.82% | 117.6K | $4.0M | -5.27%(-6.54K) | $29.66(+33.80%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.38% | 45.9K | $3.4M | +0.00%(+0) | $69.62(+12.81%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.33% | 19.1K | $3.3M | +24.77%(+3.80K) | $153.60(+47.02%) | 2026-03-31 | |
| OAEM | UNIFIED SER TR | 2.26% | 80.2K | $3.2M | +3.65%(+2.82K) | $31.21(+52.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.04% | 7.9K | $2.9M | +10.98%(+780) | $415.76(-2.54%) | 2026-03-31 | |
| EMB | ISHARES TR | 1.86% | 28.3K | $2.7M | +0.85%(+239) | $91.55(+4.36%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.69% | 7.8K | $2.4M | +20.33%(+1.32K) | $250.58(+66.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.42% | +57.81% |
| Top 20 Holdings Unweighted | +16.39% | +57.67% |
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