Long-term investor
Oneascent Financial Services LLC @oneascentfinancialservic
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001780985).
Record
- Tracked since 2025-06-30 (473 days), 446 trades recorded
- Returns: week n/a · month n/a · 90 days -0.5% · 6 months +0.7% · 1 year +3.5% · all +3.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 90470L519 · 6.1% · long · since 2025-06-30
- 90470L444 · 6.1% · long · since 2025-06-30
- 90470L527 · 5.6% · long · since 2025-06-30
- 922908363 · 5.5% · long · since 2025-06-30
- 78464A854 · 4.3% · long · since 2025-06-30
- 66537J796 · 4.0% · long · since 2025-06-30
- 90470L295 · 2.9% · long · since 2025-06-30
- 90470L469 · 2.0% · long · since 2025-06-30
- 66538H641 · 1.9% · long · since 2025-06-30
- 78463X889 · 1.7% · long · since 2025-06-30
- 86280R811 · 1.6% · long · since 2025-06-30
- 921909768 · 1.4% · long · since 2025-06-30