OFG

Oxford Financial Group Portfolio holdings

AUM $1.68B
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.81M
3
+$4.08M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.01M
5
ABMD
Abiomed Inc
ABMD
+$1.15M

Top Sells

1
+$12.9M
2
+$8.06M
3
+$4.69M
4
DPZ icon
Domino's
DPZ
+$3.9M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.42M

Sector Composition

1 Healthcare 12.65%
2 Consumer Discretionary 9.04%
3 Financials 6%
4 Technology 3.45%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
329
+18
227
$32K ﹤0.01%
651
228
$31K ﹤0.01%
+1,639
229
$30K ﹤0.01%
314
230
$29K ﹤0.01%
1,868
231
$29K ﹤0.01%
1,083
232
$29K ﹤0.01%
+16,200
233
$29K ﹤0.01%
+123
234
$26K ﹤0.01%
1,009
235
$24K ﹤0.01%
1,500
236
$23K ﹤0.01%
+720
237
$23K ﹤0.01%
700
238
$22K ﹤0.01%
729
239
$22K ﹤0.01%
384
240
$22K ﹤0.01%
1,518
241
$20K ﹤0.01%
12,630
242
$18K ﹤0.01%
1,008
243
$10K ﹤0.01%
428
244
$9K ﹤0.01%
2,500
245
$9K ﹤0.01%
68
-126
246
$8K ﹤0.01%
110
247
$8K ﹤0.01%
+52
248
$6K ﹤0.01%
133
249
$6K ﹤0.01%
113
-830
250
$5K ﹤0.01%
145
8 9
10
11 12