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
$1.54B
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$7.23M
3
+$3.6M
4
RDDT icon
Reddit
RDDT
+$2.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.29M

Top Sells

1
+$59.6M
2
+$6.25M
3
+$5.31M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Healthcare 19.6%
2 Technology 5.67%
3 Financials 3.2%
4 Consumer Discretionary 3.15%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$153K 0.01%
1,069
+3
252
$150K 0.01%
+1,622
253
$145K 0.01%
1,075
+1
254
$141K 0.01%
4,849
255
$129K 0.01%
3,349
256
$116K 0.01%
50,700
257
$111K 0.01%
1,436
258
$108K 0.01%
668
+17
259
$103K 0.01%
2,900
260
$97.9K 0.01%
386
261
$94K 0.01%
2,537
262
$90.9K 0.01%
1,603
263
$87.5K 0.01%
2,563
+1,957
264
$85.8K 0.01%
2,529
265
$78.3K 0.01%
+541
266
$76.6K 0.01%
360
267
$70.3K ﹤0.01%
651
268
$65.5K ﹤0.01%
+991
269
$58.4K ﹤0.01%
2,136
270
$54.6K ﹤0.01%
600
271
$51.1K ﹤0.01%
409
-295
272
$49.5K ﹤0.01%
360
273
$40.3K ﹤0.01%
1,775
+200
274
$30.1K ﹤0.01%
61,689
-13,879
275
$26.9K ﹤0.01%
106
9 10
11
12 13