We are live on ! Find out more
OFG

Oxford Financial Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$6.17M
3
+$4.04M
4
HGTY icon
Hagerty
HGTY
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.87M

Top Sells

1
+$8.54M
2
+$3.93M
3
+$3.7M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$3.01M
5
LLY icon
Eli Lilly
LLY
+$2.06M

Sector Composition

1 Healthcare 16.41%
2 Technology 5.45%
3 Financials 3.18%
4 Consumer Discretionary 2.59%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$165K 0.01%
3,095
227
$160K 0.01%
1,436
228
$159K 0.01%
1,025
+525
229
$159K 0.01%
2,954
-5,914
230
$152K 0.01%
1,077
231
$151K 0.01%
50,700
232
$144K 0.01%
2,537
233
$142K 0.01%
3,083
+183
234
$115K 0.01%
657
+6
235
$113K 0.01%
1,635
236
$112K 0.01%
537
237
$102K 0.01%
4,175
238
$90.9K 0.01%
907
-356
239
$87.9K 0.01%
360
240
$69.9K ﹤0.01%
238
-148
241
$58.3K ﹤0.01%
2,136
242
$57.5K ﹤0.01%
600
243
$53.8K ﹤0.01%
1,149
-2,200
244
$53.1K ﹤0.01%
409
245
$50.1K ﹤0.01%
360
246
$45.9K ﹤0.01%
323
247
$45.6K ﹤0.01%
1,775
248
$33.9K ﹤0.01%
388
-7,650
249
$30.5K ﹤0.01%
1,099
250
$30.5K ﹤0.01%
415
8 9
10
11 12