StockDriftsStockDriftsTop 50 OneAscent Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OACP | UNIFIED SER TR | 6.8% | 5.52M | $125.5M | +12.95%(+633.42K) | $23.12(-1.86%) | 2026-03-31 | |
| OAIM | UNIFIED SER TR | 5.95% | 2.55M | $109.8M | +8.92%(+208.81K) | $34.49(+36.86%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.81% | 179.5K | $107.3M | +622.75%(+154.67K) | $596.72(+14.36%) | 2026-03-31 | |
| OALC | UNIFIED SER TR | 5.26% | 2.84M | $97.2M | +11.41%(+290.41K) | $30.60(+29.66%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.19% | 1.01M | $77.4M | new | $53.49(+63.33%) | 2026-03-31 | |
| PTL | NORTHERN LTS FD TR IV | 3.87% | 285.1K | $71.4M | +178.05%(+182.55K) | $233.15(+18.79%) | 2026-03-31 | |
| OASC | UNIFIED SER TR | 2.59% | 1.60M | $47.8M | +9.13%(+134.20K) | $25.05(+34.02%) | 2026-03-31 | |
| OAEM | UNIFIED SER TR | 1.92% | 881.0K | $35.5M | +2.28%(+19.67K) | $30.36(+57.15%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.75% | 708.4K | $32.3M | new | $33.07(+52.00%) | 2026-03-31 | |
| ISMD | NORTHERN LTS FD TR IV | 1.68% | 776.6K | $31.0M | +720.77%(+681.95K) | $38.80(+15.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.96% | +36.63% |
| Top 20 Holdings Unweighted | +10.41% | +34.58% |
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