ONEASCENT FAMILY OFFICE, LLC

ONEASCENT FAMILY OFFICE, LLC runs ONEASCENT FAMILY OFFICE, LLC and currently holds 180 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $143.16M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ONEASCENT FAMILY OFFICE, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ONEASCENT FAMILY OFFICE, LLC's portfolio at ONEASCENT FAMILY OFFICE, LLC has delivered returns of +14.12%. Their 3-year annualized return is +15.54%. Looking at the 5-year horizon, ONEASCENT FAMILY OFFICE, LLC has achieved +15.54% annualized returns at ONEASCENT FAMILY OFFICE, LLC.