OneAscent Core Ownership
| OACP Etf | USD 22.96 0.02 0.09% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
OneAscent |
OneAscent Etf Ownership Analysis
OneAscent Core is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Ultimus Fund Solutions, LLC. The fund has 196 constituents across multiple sectors and instustries. The fund charges 0.5 percent management fee with a total expences of 0.77 percent of total asset. The fund maintains about 16.03% of assets in bonds. The fund primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset-backed securities. Oneascent Core is traded on NYSEARCA Exchange in the United States. To find out more about OneAscent Core Plus contact the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on OneAscent Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding OneAscent Core , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top OneAscent Core Plus Etf Constituents
| EQNR 3.95 05/15/43 | 5.21% |
| AAPL 3 06/20/27 | 5.02% |
| EXC TL B 1L USD | 5% |
| FN MA4564 | 24.37% |
| US DOLLARS | 25% |
| DFC 2.94 07/31/33 | 5.6% |
| IBRD 0 5/8 04/22/25 | 4.71% |
| JPMCC 2020-609M A | 4.94% |
| IFC 0 1/2 03/20/23 | 4.95% |
| JPM 0.768 08/09/25 | 4.74% |
OneAscent Core Outstanding Bonds
OneAscent Core issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. OneAscent Core Plus uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most OneAscent bonds can be classified according to their maturity, which is the date when OneAscent Core Plus has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US90473LAA08 Corp BondUS90473LAA08 | View | |
| US90473LAC63 Corp BondUS90473LAC63 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Pair Trading with OneAscent Core
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if OneAscent Core position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in OneAscent Core will appreciate offsetting losses from the drop in the long position's value.Moving together with OneAscent Etf
| 1.0 | IUSB | iShares Core Total | PairCorr |
| 0.98 | FIXD | First Trust TCW Sell-off Trend | PairCorr |
| 0.99 | FBND | Fidelity Total Bond | PairCorr |
| 0.99 | TOTL | SPDR DoubleLine Total | PairCorr |
| 0.99 | HTRB | Hartford Total Return | PairCorr |
Moving against OneAscent Etf
| 0.83 | TSJA | TSJA | PairCorr |
| 0.83 | DSJA | DSJA | PairCorr |
| 0.72 | XDJA | Innovator ETFs Trust | PairCorr |
| 0.71 | XTJA | Innovator ETFs Trust | PairCorr |
| 0.7 | QTJA | Innovator ETFs Trust | PairCorr |
The ability to find closely correlated positions to OneAscent Core could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace OneAscent Core when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back OneAscent Core - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling OneAscent Core Plus to buy it.
The correlation of OneAscent Core is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as OneAscent Core moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if OneAscent Core Plus moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for OneAscent Core can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in OneAscent Core Plus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of OneAscent Core Plus is measured differently than its book value, which is the value of OneAscent that is recorded on the company's balance sheet. Investors also form their own opinion of OneAscent Core's value that differs from its market value or its book value, called intrinsic value, which is OneAscent Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because OneAscent Core's market value can be influenced by many factors that don't directly affect OneAscent Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between OneAscent Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if OneAscent Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OneAscent Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.