Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘23
2026
6 9 3 160%
2027
6 8 2 10.1%
2028
6 13 7 84.9%
DH icon
2029
Definitive Healthcare
DH
$254M
6 51 45 75.3%
2030
6 45 39 90.4%
2031
6 10 4 10.3%
2032
6 8 2 257%
2033
6 11 5 228%
2034
6 10 4 5.76%
2035
6 29 23 12.6%
OALC icon
2036
OneAscent Large Cap Core ETF
OALC
$199M
6 7 1 44.7%
2037
6 30 24 19%
2038
6 9 3 26.6%
2039
6 21 15 28.8%
2040
6 13 7 55.1%
2041
6 23 17 32.1%
2042
6 49 43 156%
2043
6 10 4 1.2%
2044
6 11 5 47.1%
2045
6 15 9 48.6%
2046
6 16 10 47.7%
2047
6 36 30 21.6%
2048
6 33 27 28.7%
2049
6 8 2 6.18%
2050
6 67 61 44.5%