Unified Series Ownership

OALC Etf  USD 22.03  0.02  0.09%   
Some institutional investors establish a significant position in etfs such as Unified Series in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Unified Series, and when they decide to sell, the etf will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Unified Series Trust. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as various price indices.
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.

Unified Etf Ownership Analysis

Unified Series is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Ultimus Fund Solutions, LLC. The fund has 52 constituents across multiple sectors and instustries. The fund charges 0.35 percent management fee with a total expences of 0.82 percent of total asset. The fund maintains 89.21% of assets in stocks. 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. To find out more about Unified Series Trust 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 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 Series , and the less return is expected.

Investment Allocations (%)

Unified Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Unified Series is soaring high without any particular reason? This is usually happening because many institutional investors.are aggressively trading Unified Series Trust backward and forwards among themselves. Unified Series' institutional investor refers to the entity that pools money to purchase Unified Series' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Last TransactionTypeSharesValue
Atria Investments Inc2023-03-31Fund Units1.3 M29 M
Oneascent Wealth Management Llc2023-03-31Fund Units692.4 K15.3 M
Oneascent Financial Services Llc2023-03-31Fund Units619.7 K13.7 M
Cambridge Investment Research Advisors Inc2023-03-31Fund Units46.2 KM
Rfg Advisory Llc2023-03-31Fund Units25.9 K572.3 K
Oconnor Financial Group Llc2023-03-31Fund Units23.2 K512.9 K
Citadel Advisors Llc2023-03-31Fund Units18.1 K399.5 K
Rockefeller Capital Management Lp2022-12-31Fund UnitsK163 K
Ubs Group Ag2022-12-31Fund Units1.3 K27 K
Eversource Wealth Advisors Llc2023-03-31Fund UnitsK22.6 K
Concourse Financial Group Securities Inc2023-03-31Fund Units0.00.0
Note, although Unified Series' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Top Etf Constituents

IBKRInteractive Brokers GroupStockInvestment Banking & Brokerage
VRTXVertex PharmaceuticalsStockPharmaceutical Products
SRESempra EnergyStockUtilities
PSTGPure StorageStockDisruptive Technologies
BKNGBooking HoldingsStockMillennials Best
AGCOAGCO CorporationStockAgricultural & Farm Machinery
ORCLOracleStockMacroaxis Index
AVGOBroadcomStockGiant Impact
SEBSeaboardStockMillennials Best
AMATApplied MaterialsStockTechnology
AKAMAkamai TechnologiesStockTechnology
QLYSQualys IncStockSoftware
BGBunge LimitedStockFood Products
ADBEAdobe Systems IncorporatedStockTechnology
RPRXRoyalty PharmaPlcStockPharmaceuticals
CWENClearway EnergyStockIndependent Power and Renewable Electricity Producers
ABTAbbott LaboratoriesStockObamacare Repeal
GMGeneral MotorsStockDriverless Cars
ACGLArch Capital GroupStockInsurance Providers
WRBW R BerkleyStockMillennials Best
JBLJabil CircuitStockElectronics
CRMSalesforceStockESG Investing
LEN-BLennarStockConstruction & Engineering
PANWPalo Alto NetworksStockArtificial Intelligence
QDELQuidelStockHealth Care Equipment & Supplies
VLOValero EnergyStockClimate Change
CSCOCisco SystemsStockBlockchain
PSXPhillips 66StockDividend Beast
NUENucor CorpStockManufacturing
ALBAlbemarle CorpStockChemicals Makers
QRVOQorvo IncStockSemiconductor
ULTAUlta BeautyStockSpecialty Retail
CVXChevron CorpStockBaby Boomer Prospects
MCHPMicrochip TechnologyStockSemiconductor
MOSThe MosaicStockChemicals Makers
AVTAvnet IncStockWholesale
WDAYWorkdayStockDisruptive Technologies
AMPAmeriprise FinancialStockManagement
CCICrown CastleStockTop FinTech
KEYSKeysight TechnologiesStockMeasuring and Control
SPSCSPS CommerceStockApplication Software
ITGartnerStockBusiness Services
LRCXLam Research CorpStockESG Investing
PTCPTC IncStockApplication Software
RLRalph Lauren CorpStockApparel
MOHMolina HealthcareStockObamacare
NVRNVR IncStockConstruction
HOLXHologicStockObamacare Repeal
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Unified Series in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Unified Series' short interest history, or implied volatility extrapolated from Unified Series options trading.

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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Unified Series Trust. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Unified Series' 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 the 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.
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 if Unified Series is a good investment 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.