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
$784M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$35.6M
2 +$10.9M
3 +$6.71M
4
AAPL icon
Apple
AAPL
+$5.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M

Top Sells

1 +$8.61M
2 +$2.54M
3 +$2.32M
4
ABMD
Abiomed Inc
ABMD
+$2.2M
5
OSH
Oak Street Health, Inc.
OSH
+$2.13M

Sector Composition

1 Healthcare 17.55%
2 Consumer Discretionary 7.77%
3 Financials 5.18%
4 Technology 3.13%
5 Industrials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-60,905
252
-2,687
253
-1,305
254
-2,465
255
-658
256
$0 ﹤0.01%
2