OALC vs. HLGE ETF Comparison

Comparison of OneAscent Large Cap Core ETF (OALC) to Hartford Longevity Economy ETF (HLGE)
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

$30.54

Average Daily Volume

23,773

Number of Holdings *

197

* may have additional holdings in another (foreign) market
HLGE

Hartford Longevity Economy ETF

HLGE Description The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$32.68

Average Daily Volume

469

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period OALC HLGE
30 Days 3.48% 3.61%
60 Days 4.90% 3.94%
90 Days 6.76% 5.95%
12 Months 28.81% 29.57%
111 Overlapping Holdings
Symbol Grade Weight in OALC Weight in HLGE Overlap
A D 0.21% 0.35% 0.21%
ABBV D 0.67% 0.33% 0.33%
ABNB C 0.26% 0.06% 0.06%
ABT B 0.7% 0.33% 0.33%
ACGL D 0.14% 0.06% 0.06%
ADBE C 0.65% 0.14% 0.14%
ADI D 0.46% 0.6% 0.46%
ADSK A 0.25% 0.28% 0.25%
AMD F 0.5% 0.16% 0.16%
AMGN D 0.32% 0.3% 0.3%
AMZN C 4.04% 1.05% 1.05%
APP B 0.3% 0.18% 0.18%
AVGO D 1.64% 0.53% 0.53%
AXP A 0.48% 0.27% 0.27%
BAC A 0.91% 0.38% 0.38%
BKNG A 0.58% 0.74% 0.58%
BLK C 0.55% 0.18% 0.18%
BRK.A B 1.97% 0.44% 0.44%
BSX B 0.41% 0.52% 0.41%
CAH B 0.18% 0.06% 0.06%
CB C 0.37% 0.24% 0.24%
CBRE B 0.43% 0.04% 0.04%
CDNS B 0.25% 0.28% 0.25%
CHTR C 0.36% 0.08% 0.08%
CI F 0.4% 0.35% 0.35%
CMCSA B 0.78% 0.54% 0.54%
COF B 0.29% 0.19% 0.19%
COR B 0.23% 0.24% 0.23%
COST B 1.0% 0.51% 0.51%
CRDO B 0.16% 0.19% 0.16%
CRVL A 0.11% 0.16% 0.11%
CRWD B 0.21% 0.35% 0.21%
DELL C 0.13% 0.94% 0.13%
DHR F 0.56% 0.15% 0.15%
DUK C 0.41% 0.31% 0.31%
EA A 0.28% 0.47% 0.28%
ELV F 0.42% 0.53% 0.42%
F C 0.17% 0.08% 0.08%
FE C 0.15% 0.14% 0.14%
GD F 0.18% 0.35% 0.18%
GDDY A 0.23% 0.27% 0.23%
GILD C 0.28% 0.54% 0.28%
GM B 0.35% 0.74% 0.35%
GOOGL C 2.07% 1.03% 1.03%
HD A 1.25% 0.67% 0.67%
HOLX D 0.15% 0.11% 0.11%
HON B 0.58% 0.23% 0.23%
HPQ B 0.19% 0.82% 0.19%
HSY F 0.17% 0.17% 0.17%
HUM C 0.2% 0.25% 0.2%
IAC D 0.09% 0.36% 0.09%
IDXX F 0.21% 0.08% 0.08%
INCY C 0.11% 0.24% 0.11%
INTC D 0.32% 0.23% 0.23%
INTU C 0.61% 0.33% 0.33%
JNJ D 0.9% 0.73% 0.73%
JPM A 1.64% 0.36% 0.36%
KO D 0.9% 0.41% 0.41%
LLY F 1.29% 0.52% 0.52%
LMT D 0.38% 0.54% 0.38%
LOW D 0.64% 0.73% 0.64%
MCD D 0.71% 0.03% 0.03%
MCHP D 0.22% 0.6% 0.22%
MCK B 0.35% 0.68% 0.35%
MCO B 0.4% 0.4% 0.4%
MDLZ F 0.42% 0.04% 0.04%
MRK F 0.59% 0.46% 0.46%
MS A 0.6% 0.44% 0.44%
MSFT F 6.67% 0.83% 0.83%
MTCH D 0.11% 0.6% 0.11%
MTD D 0.21% 0.53% 0.21%
MU D 0.27% 0.38% 0.27%
NOW A 0.6% 0.88% 0.6%
NTAP C 0.17% 0.79% 0.17%
NVDA C 7.31% 1.17% 1.17%
NVR D 0.18% 0.3% 0.18%
ORCL B 0.84% 1.03% 0.84%
PANW C 0.31% 0.52% 0.31%
PEP F 0.81% 0.33% 0.33%
PG A 1.04% 0.32% 0.32%
PGR A 0.4% 0.2% 0.2%
PINS D 0.09% 0.49% 0.09%
PNC B 0.2% 0.41% 0.2%
PSTG D 0.1% 0.79% 0.1%
PTC A 0.13% 0.26% 0.13%
QCOM F 0.49% 0.89% 0.49%
REGN F 0.18% 0.43% 0.18%
RMD C 0.16% 0.22% 0.16%
RTX C 0.44% 0.32% 0.32%
SNPS B 0.31% 0.24% 0.24%
SO D 0.41% 0.32% 0.32%
SPGI C 0.57% 0.14% 0.14%
SRE A 0.34% 0.08% 0.08%
STX D 0.13% 0.79% 0.13%
SYK C 0.53% 0.4% 0.4%
T A 0.68% 0.5% 0.5%
TDG D 0.2% 0.21% 0.2%
TFC A 0.17% 0.13% 0.13%
TJX A 0.55% 0.63% 0.55%
TMUS B 0.54% 0.7% 0.54%
TXN C 0.71% 0.92% 0.71%
UBER D 0.42% 0.34% 0.34%
USB A 0.35% 0.28% 0.28%
VRSN F 0.24% 0.07% 0.07%
VRTX F 0.28% 0.68% 0.28%
VZ C 0.72% 0.34% 0.34%
WAT B 0.17% 0.2% 0.17%
WDC D 0.12% 0.74% 0.12%
WMT A 1.0% 0.82% 0.82%
YUM B 0.24% 0.28% 0.24%
ZTS D 0.25% 0.41% 0.25%
OALC Overweight 86 Positions Relative to HLGE
Symbol Grade Weight
GOOG C 2.0%
TSLA B 1.8%
V A 1.49%
MA C 1.29%
XOM B 1.25%
CSCO B 1.05%
CRM B 0.81%
CVX A 0.74%
LIN D 0.72%
MSI B 0.65%
IBM C 0.57%
CAT B 0.57%
UNP C 0.55%
ANET C 0.54%
AMAT F 0.53%
FI A 0.51%
MMC B 0.48%
ETN A 0.47%
GE D 0.46%
NEE D 0.46%
ADP B 0.45%
ITW B 0.42%
COP C 0.38%
UPS C 0.38%
LRCX F 0.37%
APH A 0.37%
DE A 0.37%
GLW B 0.37%
FFIV B 0.36%
OTIS C 0.36%
CCI D 0.35%
KLAC D 0.35%
AON A 0.33%
CTAS B 0.32%
SHW A 0.31%
MAR B 0.3%
KRC C 0.29%
VRSK A 0.28%
MSCI C 0.27%
JNPR F 0.26%
PH A 0.25%
JLL D 0.25%
UI A 0.25%
CIEN B 0.24%
AWK D 0.24%
GWW B 0.23%
GEV B 0.23%
CMG B 0.22%
EXPE B 0.22%
EXPD D 0.21%
ECL D 0.21%
ES D 0.2%
EW C 0.2%
KEYS A 0.2%
MNST C 0.2%
CEG D 0.19%
IT C 0.19%
IDCC A 0.17%
DECK A 0.17%
KDP D 0.17%
EOG A 0.17%
JBL B 0.17%
HHH B 0.16%
MOH F 0.16%
COIN C 0.16%
ZBRA B 0.15%
VLO C 0.15%
LYB F 0.15%
LEN D 0.15%
LYFT C 0.15%
LUMN C 0.14%
ZG A 0.13%
DASH A 0.13%
IBKR A 0.13%
TTD B 0.13%
HES B 0.12%
D C 0.12%
NMRK B 0.12%
DXCM D 0.11%
OXY D 0.1%
WRB A 0.1%
COMP B 0.1%
ROKU D 0.1%
AKAM D 0.09%
SPSC C 0.09%
FYBR D 0.09%
OALC Underweight 228 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
META D -1.06%
EBAY D -1.01%
CARS B -0.94%
HPE B -0.89%
CVLT B -0.89%
YELP C -0.86%
NXPI D -0.83%
AAPL C -0.82%
FICO B -0.81%
JWN C -0.76%
DDS B -0.75%
FTNT C -0.72%
CL D -0.67%
DLB B -0.66%
PRGS A -0.66%
NFLX A -0.6%
UNH C -0.57%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
KR B -0.54%
OLED D -0.53%
GS A -0.53%
M D -0.53%
BK A -0.52%
CORT B -0.49%
MPWR F -0.48%
C A -0.44%
AMED F -0.43%
MTB A -0.43%
SNAP C -0.42%
ACI C -0.41%
OLLI D -0.41%
GEN B -0.41%
VRNS D -0.39%
HCA F -0.39%
WFC A -0.39%
QLYS C -0.38%
FITB A -0.37%
TGT F -0.37%
CALM A -0.36%
SWKS F -0.36%
BMY B -0.35%
ISRG A -0.35%
IRM D -0.35%
ON D -0.34%
CW B -0.34%
MTSI B -0.34%
XRX F -0.33%
TMO F -0.33%
DIOD D -0.32%
STT A -0.31%
EDR A -0.31%
UTHR C -0.3%
KMB D -0.3%
WELL A -0.3%
RF A -0.29%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
ETR B -0.28%
MDT D -0.28%
HBAN A -0.28%
SYY B -0.27%
PRU A -0.27%
SMTC B -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL B -0.25%
PEG A -0.25%
OGN D -0.25%
SYF B -0.25%
TENB C -0.24%
JHG A -0.24%
MSGS A -0.24%
COLL F -0.24%
WMK C -0.23%
ZUO B -0.23%
PHM D -0.23%
POWI D -0.22%
NYT C -0.22%
PFE D -0.21%
PPL B -0.21%
ITCI C -0.21%
CINF A -0.21%
LRN A -0.21%
PRG C -0.21%
HLT A -0.21%
TYL B -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
LAMR D -0.2%
HRB D -0.2%
CNC D -0.2%
ACIW B -0.2%
TSCO D -0.19%
BOX B -0.18%
SPG B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
AVB B -0.18%
ROST C -0.17%
NOC D -0.17%
PSMT C -0.17%
DGX A -0.16%
ANSS B -0.16%
FSLR F -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
UPBD B -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
SFM A -0.15%
AMP A -0.15%
AFL B -0.15%
MMSI B -0.15%
TDC D -0.15%
ORI A -0.14%
FOXA B -0.14%
NHI D -0.14%
PDCO D -0.14%
FLO D -0.14%
WGO C -0.14%
ALKT B -0.14%
EQR B -0.13%
SF B -0.13%
SHOO D -0.13%
AGYS A -0.13%
CHD B -0.13%
RJF A -0.13%
AEP D -0.13%
TROW B -0.13%
BDX F -0.13%
WSM B -0.12%
BKE B -0.12%
SHO C -0.12%
JXN C -0.12%
EQH B -0.12%
ICE C -0.11%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
ZBH C -0.11%
ED D -0.1%
VEEV C -0.1%
PJT A -0.1%
EIX B -0.1%
HIMS B -0.1%
DHI D -0.1%
BBY D -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
UNM A -0.09%
O D -0.08%
THO B -0.08%
DTE C -0.08%
GIS D -0.08%
VTRS A -0.08%
MET A -0.08%
DFIN D -0.08%
GOLF B -0.08%
VTR C -0.08%
ROP B -0.08%
PINC B -0.07%
FTDR A -0.07%
DOCU A -0.07%
BPOP B -0.07%
DOCS C -0.07%
AXS A -0.06%
PRDO B -0.06%
CPRX C -0.06%
AIG B -0.06%
NWL B -0.06%
VSTO A -0.06%
AEE A -0.06%
EVR B -0.06%
OFG B -0.06%
ZS C -0.05%
FHI A -0.05%
LMAT A -0.05%
LNTH D -0.05%
WBA F -0.05%
EPC D -0.05%
NRG B -0.04%
WEC A -0.04%
VCTR B -0.04%
DIS B -0.04%
PBH A -0.04%
MRVL B -0.04%
APO B -0.04%
MKL A -0.04%
WOR F -0.04%
CASY A -0.04%
STE F -0.04%
HLI B -0.04%
LTC B -0.03%
PFBC B -0.03%
CTRE D -0.03%
SNEX B -0.03%
CNK B -0.03%
BRBR A -0.03%
MORN B -0.03%
LYV A -0.03%
MANH D -0.03%
CFG B -0.03%
BCO D -0.03%
COLM B -0.02%
MMM D -0.02%
TNL A -0.02%
CASH A -0.02%
WHR B -0.02%
ALL A -0.02%
ANIP F -0.01%
UE C -0.01%
AMG B -0.01%
CVS D -0.01%
PIPR B -0.01%
Compare ETFs