Unified Etf Profile

Etfs . USA . 
Etf . Unified Series Trust
OALC Etf  USD 21.84  0.13  0.60%   

Market Performance

7 of 100

Odds Of Distress

Less than 34

Unified Series is trading at 21.84 as of the 30th of March 2023, a 0.60 percent increase since the beginning of the trading day. The etf's open price was 21.71. Unified Series has about a 34 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Unified Series Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 30th of March 2023. Click here to learn more.
The Adviser seeks to achieve the funds investment objective by applying the advisers proprietary OneAscent Navigator process to a pre-screened subset of U.S. companies with large market capitalizations. Oneascent Large is traded on NYSEARCA Exchange in the United States. More on Unified Series Trust

Moving together with Unified Series

+0.99VTIVanguard Total StockPairCorr
+0.99SPYSPDR SP 500 Aggressive PushPairCorr
+0.99IVVIShares Core SPPairCorr
+0.67VIGVanguard DividendPairCorr
+0.99VVVanguard Large-Cap IndexPairCorr
+0.81RSPInvesco SP 500PairCorr
+0.99IWBIShares Russell 1000PairCorr

Unified Series Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Unified Series' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Unified Series or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
Unified Series Trust
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Unified Series' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
IssuerOneAscent Investment Solutions
Inception Date2021-11-16
Entity TypeRegulated Investment Company
Asset Under Management32.67 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorOneAscent Investment Solutions, LLC
CustodianBrown Brothers Harriman & Co.
DistributorNorthern Lights Distributors, LLC
Portfolio ManagerAndrew Manton
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents70.0
Market MakerGTS
Total Expense0.82
Management Fee0.35
Nav Price19.6
Two Hundred Day Average20.91
Ytd-22.80%
Average Daily Volume In Three Month12.93k
Fifty Two Week Low18.05
As Of Date24th of October 2022
Average Daily Volume Last 10 Day8.22k
Fifty Two Week High26.26
One Month2.70%
Fifty Day Average19.64
Three Month-5.55%
Unified Series Trust [OALC] is traded in USA and was established 2021-11-15. The fund is listed under Large Blend category and is part of OneAscent Investment ETF family. Unified Series Trust now have 53.02 M in assets.
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Geographic Allocation (%)

Sector Allocation

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 Unified Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Unified Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Unified Series Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Unified Series Trust Etf Constituents

FDSFactSet Research SystemsStockFinancials
LHLaboratoryStockHealth Care
VRTXVertex PharmaceuticalsStockHealth Care
LULULululemon AthleticaStockConsumer Discretionary
ODFLOld Dominion FreightStockIndustrials
SWKStanley Black DeckerStockIndustrials
WSMWilliams-SonomaStockConsumer Discretionary
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Unified Series Target Price Odds Analysis

What are Unified Series' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Unified Series jumping above the current price in 90 days from now is about 29.12%. The Unified Series Trust probability density function shows the probability of Unified Series etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.0688. This indicates Unified Series Trust market returns are highly-sensitive to returns on the market. As the market goes up or down, Unified Series is expected to follow. Additionally, the company has an alpha of 0.096, implying that it can generate a 0.096 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 21.84HorizonTargetOdds Above 21.84
70.54%90 days
 21.84 
29.12%
Based on a normal probability distribution, the odds of Unified Series to move above the current price in 90 days from now is about 29.12 (This Unified Series Trust probability density function shows the probability of Unified Etf to fall within a particular range of prices over 90 days) .

Unified Series Major Institutional Holders

Institutional Holdings refers to the ownership stake in Unified Series that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Unified Series' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Unified Series' value.
InstituionLast TransactionTypeSharesValue
Atria Investments Inc2022-12-31Fund Units2.5 M50.5 M
Oneascent Wealth Management Llc2022-12-31Fund Units1.2 M25.6 M
Oneascent Financial Services Llc2022-12-31Fund Units1.1 M22.1 M
Cambridge Investment Research Advisors Inc2022-12-31Fund Units65.8 K1.4 M
Rfg Advisory Llc2022-12-31Fund Units24.9 K562.1 K
Citadel Advisors Llc2022-06-30Fund Units13.4 K264 K
Rockefeller Capital Management Lp2022-12-31Fund Units8 K163 K
Ubs Group Ag2022-12-31Fund Units1.3 K27 K
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Unified Series Trust Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Unified Series market risk premium is the additional return an investor will receive from holding Unified Series long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Unified Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Unified Series' alpha and beta are two of the key measurements used to evaluate Unified Series' performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.9213
Semi Deviation0.9629
Standard Deviation1.15
Variance1.32

Unified Series Trust Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Unified Series Trust Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Unified Series price patterns.
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Unified Series Against Markets

Picking the right benchmark for Unified Series etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Unified Series etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Unified Series is critical whether you are bullish or bearish towards Unified Series Trust at a given time.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in Unified Series without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Unified Etf?

Before investing in Unified Series, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Unified Series. To buy Unified Series etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Unified Series. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Unified Series etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Unified Series Trust etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Unified Series Trust etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Unified Series Trust, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Unified Etf please use our How to Invest in Unified Series guide.

Already Invested in Unified Series Trust?

The danger of trading Unified Series Trust is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Unified Series is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Unified Series. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Unified Series Trust is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center. For information on how to trade Unified Etf refer to our How to Trade Unified Etf guide. You can also try Share Portfolio module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for analysis

When running Unified Series Trust price analysis, check to measure Unified Series' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Unified Series is operating at the current time. Most of Unified Series' value examination focuses on studying past and present price action to predict the probability of Unified Series' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Unified Series' price. Additionally, you may evaluate how the addition of Unified Series to your portfolios can decrease your overall portfolio volatility.
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The market value of Unified Series Trust is measured differently than its book value, which is the value of Unified that is recorded on the company's balance sheet. Investors also form their own opinion of Unified Series' value that differs from its market value or its book value, called intrinsic value, which is Unified Series' 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 Unified Series' market value can be influenced by many factors that don't directly affect Unified Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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Please note, there is a significant difference between Unified Series' value and its price as these two are different measures arrived at by different means. Investors typically determine Unified Series value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unified Series' 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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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