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OALC is an active U.S. large-cap equity ETF aiming for long-term capital appreciation by selecting stocks through values-based screening plus fundamental and multi-factor portfolio adjustments.
It starts with the large-cap universe, removes companies that the manager believes consistently harm stakeholders, then tilts holdings using valuation, economic backdrop, sentiment, and technical signals.
It may also use cash, cash-like holdings, and other ETFs as a defensive tool when the manager wants to reduce risk.
You own shares of big U.S. companies, picked by a manager who filters out certain industries and then chooses what looks financially strong and reasonably priced. Sometimes the fund can also hold cash or other ETFs to “play defense.”
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Showing the largest holdings by weight in OALC
| Logo | Ticker | ETF Weight | Market Value | |
|---|---|---|---|---|
NV | NVDA NVIDIA CORP | NVIDIA CORP | 8.49% | $12.4M |
MS | MSFT MICROSOFT CORP | MICROSOFT CORP | 7.62% | $11.1M |
AM | AMZN AMAZON.COM INC | AMAZON.COM INC | 4.17% | $6.1M |
AV | AVGO BROADCOM INC | BROADCOM INC | 2.85% | $4.2M |
GO | GOOGL ALPHABET INC-A | ALPHABET INC-A | 2.29% | $3.3M |
GO | GOOG ALPHABET INC-C | ALPHABET INC-C | 2.13% | $3.1M |
BR | BRK-B BERKSHIRE HATH-B | BERKSHIRE HATH-B | 1.84% | $2.7M |
JP | JPM JPMORGAN CHASE | JPMORGAN CHASE | 1.84% | $2.7M |
CS | CSCO CISCO SYSTEMS | CISCO SYSTEMS | 1.55% | $2.3M |
V | V VISA INC-CLASS A | VISA INC-CLASS A | 1.42% | $2.1M |
Breakdown of OALC by sector weightings (%)
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Top countries by weight (%)
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