ESGY vs. OALC ETF Comparison
Comparison of American Century Sustainable Growth ETF (ESGY) to OneAscent Large Cap Core ETF (OALC)
ESGY
American Century Sustainable Growth ETF
ESGY Description
The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$57.49
Average Daily Volume
928
Number of Holdings
*
84
* may have additional holdings in another (foreign) market
OALC
OneAscent Large Cap Core ETF
OALC Description
Oneascent Large Cap Core ETF is an exchange traded fund launched by Unified Series Trust. The fund is managed by OneAscent Investment Solutions, LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies, within the market capitalization range of the Russell 1000 Index. The fund employs fundamental and quantitative analysis to create its portfolio. The fund employs proprietary research to create its portfolio. Oneascent Large Cap Core ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.40
Average Daily Volume
24,256
Number of Holdings
*
196
* may have additional holdings in another (foreign) market
Performance
| Period | ESGY | OALC |
|---|---|---|
| 30 Days | 3.15% | 2.65% |
| 60 Days | 5.79% | 6.09% |
| 90 Days | 6.73% | 8.03% |
| 12 Months | 33.28% | 29.25% |
44 Overlapping Holdings
| Symbol | Grade | Weight in ESGY | Weight in OALC | Overlap | |
|---|---|---|---|---|---|
| A | F | 0.53% | 0.22% | 0.22% | |
| ABBV | F | 1.01% | 0.79% | 0.79% | |
| ABNB | C | 0.29% | 0.28% | 0.28% | |
| ADBE | C | 0.57% | 0.61% | 0.57% | |
| ADI | D | 0.5% | 0.49% | 0.49% | |
| ADP | A | 0.59% | 0.45% | 0.45% | |
| AMAT | F | 1.14% | 0.55% | 0.55% | |
| AMD | F | 1.49% | 0.53% | 0.53% | |
| AMZN | A | 5.06% | 3.99% | 3.99% | |
| ANET | C | 0.37% | 0.6% | 0.37% | |
| AVGO | C | 1.61% | 1.76% | 1.61% | |
| CDNS | B | 0.96% | 0.25% | 0.25% | |
| CI | D | 0.56% | 0.4% | 0.4% | |
| CMG | B | 0.55% | 0.21% | 0.21% | |
| CRM | B | 0.68% | 0.75% | 0.68% | |
| CRWD | B | 0.4% | 0.2% | 0.2% | |
| DECK | B | 0.41% | 0.16% | 0.16% | |
| DXCM | C | 0.05% | 0.1% | 0.05% | |
| ELV | F | 0.2% | 0.44% | 0.2% | |
| ETN | B | 0.25% | 0.46% | 0.25% | |
| GOOGL | C | 6.79% | 2.12% | 2.12% | |
| GWW | B | 0.18% | 0.23% | 0.18% | |
| HD | B | 1.17% | 1.22% | 1.17% | |
| IDXX | F | 0.71% | 0.22% | 0.22% | |
| INTU | A | 0.73% | 0.58% | 0.58% | |
| KO | F | 0.66% | 0.91% | 0.66% | |
| LIN | D | 0.67% | 0.73% | 0.67% | |
| LLY | F | 2.57% | 1.3% | 1.3% | |
| MA | B | 1.49% | 1.27% | 1.27% | |
| MSFT | C | 13.99% | 6.61% | 6.61% | |
| MSI | B | 0.44% | 0.62% | 0.44% | |
| NOW | A | 1.53% | 0.58% | 0.58% | |
| NVDA | A | 11.47% | 7.37% | 7.37% | |
| PANW | B | 0.35% | 0.3% | 0.3% | |
| PEP | D | 0.96% | 0.8% | 0.8% | |
| PGR | A | 0.76% | 0.39% | 0.39% | |
| SPGI | C | 0.43% | 0.55% | 0.43% | |
| TJX | A | 0.93% | 0.53% | 0.53% | |
| TSLA | B | 1.87% | 1.71% | 1.71% | |
| UBER | F | 0.92% | 0.43% | 0.43% | |
| UNP | D | 0.44% | 0.56% | 0.44% | |
| V | A | 2.6% | 1.47% | 1.47% | |
| VRTX | B | 0.52% | 0.29% | 0.29% | |
| ZTS | D | 0.55% | 0.25% | 0.25% |
ESGY Overweight 40 Positions Relative to OALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 12.07% | |
| META | B | 3.97% | |
| NVO | F | 0.96% | |
| TT | B | 0.89% | |
| WDAY | B | 0.73% | |
| UNH | B | 0.7% | |
| HLT | A | 0.61% | |
| ASML | D | 0.6% | |
| NFLX | A | 0.58% | |
| VRT | B | 0.55% | |
| SQ | B | 0.55% | |
| EQIX | B | 0.5% | |
| FDX | B | 0.5% | |
| CDW | F | 0.42% | |
| APTV | F | 0.39% | |
| SYY | D | 0.36% | |
| YETI | D | 0.36% | |
| TSCO | D | 0.32% | |
| SLB | C | 0.32% | |
| ACN | B | 0.31% | |
| TGT | C | 0.3% | |
| DT | C | 0.29% | |
| KMX | B | 0.28% | |
| POOL | D | 0.28% | |
| EBAY | C | 0.28% | |
| XYL | F | 0.28% | |
| SNOW | C | 0.27% | |
| DDOG | B | 0.25% | |
| OKTA | C | 0.24% | |
| WST | B | 0.21% | |
| MDB | C | 0.16% | |
| SAIA | B | 0.15% | |
| CPRT | A | 0.15% | |
| CROX | F | 0.14% | |
| HUBS | B | 0.13% | |
| TREX | C | 0.13% | |
| BURL | C | 0.12% | |
| PD | C | 0.11% | |
| URI | B | 0.1% | |
| LULU | B | 0.07% |
ESGY Underweight 152 Positions Relative to OALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | -2.04% | |
| BRK.A | B | -1.93% | |
| JPM | A | -1.6% | |
| XOM | B | -1.25% | |
| CSCO | A | -1.05% | |
| PG | C | -1.01% | |
| COST | B | -0.99% | |
| WMT | A | -0.98% | |
| JNJ | D | -0.92% | |
| BAC | A | -0.88% | |
| ORCL | A | -0.83% | |
| CMCSA | B | -0.79% | |
| TXN | B | -0.75% | |
| VZ | D | -0.71% | |
| CVX | A | -0.71% | |
| ABT | C | -0.7% | |
| MCD | C | -0.7% | |
| T | A | -0.67% | |
| LOW | B | -0.63% | |
| CAT | B | -0.6% | |
| MRK | F | -0.6% | |
| IBM | D | -0.58% | |
| MS | A | -0.58% | |
| DHR | F | -0.57% | |
| BKNG | A | -0.56% | |
| HON | B | -0.55% | |
| TMUS | A | -0.53% | |
| SYK | A | -0.51% | |
| QCOM | F | -0.51% | |
| FI | A | -0.5% | |
| AXP | B | -0.48% | |
| MMC | D | -0.48% | |
| GE | D | -0.46% | |
| NEE | D | -0.46% | |
| RTX | D | -0.44% | |
| CBRE | B | -0.43% | |
| ITW | B | -0.42% | |
| MDLZ | F | -0.42% | |
| BSX | A | -0.41% | |
| DUK | D | -0.41% | |
| SO | D | -0.41% | |
| LRCX | F | -0.39% | |
| DE | D | -0.39% | |
| LMT | D | -0.39% | |
| APH | B | -0.38% | |
| GLW | B | -0.38% | |
| MCO | C | -0.38% | |
| UPS | C | -0.38% | |
| KLAC | F | -0.37% | |
| COP | C | -0.37% | |
| CB | C | -0.36% | |
| OTIS | D | -0.36% | |
| AMGN | F | -0.35% | |
| CCI | F | -0.35% | |
| CHTR | B | -0.35% | |
| FFIV | B | -0.35% | |
| SRE | B | -0.34% | |
| MCK | B | -0.34% | |
| USB | B | -0.34% | |
| CTAS | B | -0.33% | |
| AON | B | -0.33% | |
| SNPS | C | -0.33% | |
| GM | B | -0.33% | |
| INTC | C | -0.33% | |
| SHW | A | -0.31% | |
| MU | D | -0.31% | |
| COF | B | -0.3% | |
| KRC | C | -0.3% | |
| MAR | A | -0.29% | |
| GILD | B | -0.29% | |
| EA | A | -0.27% | |
| VRSK | A | -0.27% | |
| APP | B | -0.26% | |
| MSCI | B | -0.26% | |
| JNPR | D | -0.26% | |
| ADSK | B | -0.25% | |
| MCHP | F | -0.25% | |
| JLL | C | -0.25% | |
| COR | B | -0.24% | |
| MTD | F | -0.24% | |
| GEV | B | -0.24% | |
| CIEN | B | -0.24% | |
| YUM | B | -0.24% | |
| PH | A | -0.24% | |
| VRSN | C | -0.24% | |
| AWK | D | -0.24% | |
| TDG | D | -0.22% | |
| KEYS | C | -0.22% | |
| GDDY | B | -0.22% | |
| HUM | D | -0.21% | |
| EXPD | C | -0.21% | |
| ECL | C | -0.21% | |
| EXPE | B | -0.21% | |
| EW | F | -0.2% | |
| MNST | B | -0.2% | |
| CEG | D | -0.2% | |
| JBL | C | -0.19% | |
| REGN | F | -0.19% | |
| HPQ | B | -0.19% | |
| GD | C | -0.19% | |
| IT | B | -0.19% | |
| UI | B | -0.19% | |
| ES | D | -0.19% | |
| PNC | B | -0.19% | |
| NVR | D | -0.19% | |
| NTAP | D | -0.18% | |
| CRDO | C | -0.18% | |
| CAH | B | -0.18% | |
| MOH | F | -0.18% | |
| KDP | C | -0.17% | |
| RMD | C | -0.17% | |
| HSY | F | -0.17% | |
| HHH | B | -0.17% | |
| F | C | -0.17% | |
| WAT | B | -0.17% | |
| LYB | F | -0.16% | |
| EOG | A | -0.16% | |
| IDCC | B | -0.16% | |
| TFC | B | -0.16% | |
| ZBRA | B | -0.15% | |
| LUMN | C | -0.15% | |
| FE | D | -0.15% | |
| LYFT | B | -0.15% | |
| HOLX | D | -0.15% | |
| COIN | B | -0.15% | |
| LEN | D | -0.15% | |
| STX | D | -0.14% | |
| ACGL | C | -0.14% | |
| TTD | B | -0.14% | |
| VLO | C | -0.14% | |
| PTC | B | -0.13% | |
| WDC | D | -0.13% | |
| DELL | C | -0.13% | |
| HES | B | -0.12% | |
| INCY | B | -0.12% | |
| D | D | -0.12% | |
| ZG | B | -0.12% | |
| IBKR | A | -0.12% | |
| NMRK | B | -0.12% | |
| DASH | A | -0.12% | |
| PSTG | D | -0.11% | |
| COMP | B | -0.11% | |
| CRVL | B | -0.11% | |
| MTCH | F | -0.11% | |
| OXY | F | -0.1% | |
| IAC | F | -0.1% | |
| WRB | B | -0.1% | |
| ROKU | C | -0.1% | |
| AKAM | F | -0.1% | |
| PINS | F | -0.1% | |
| FYBR | D | -0.09% | |
| SPSC | F | -0.09% |
ESGY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Diagnostics & Research
Health Care Plans
Software - Infrastructure
Specialty Retail
Apparel Stores
Auto & Truck Dealerships
Beverages - Soft Drinks
Biotechnology
Credit Services
Discount Stores
Drug Manufacturers - Major
Footwear & Accessories
Information Technology Services
Internet Content & Information
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Auto Manufacturers
Auto Parts
Keywords:
S&P 500
Nasdaq 100
Computing
Mobile Devices
Cloud Computing
Dow Jones Component
Work From Home
IBD 50
Software As A Service
Smartphones
Clothing
Cloud Infrastructure
Electronics
Information Technology Management
Operating System
Software
Artificial Intelligence
Computer Security
E-Commerce
Freight Transport
OALC: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Internet Content & Information
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Telecom Services
Capital Markets
Aerospace & Defense
Beverages - Soft Drinks
Business Services
Credit Services
Data Storage
Diversified Industrials
Health Care Plans
Medical Devices
Oil & Gas E&P
Real Estate Services
Software - Infrastructure
Specialty Chemicals
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