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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
$1.43B
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$4.2M
3
+$2.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.18M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$378K

Top Sells

1
+$82.3M
2
+$7.88M
3
+$2.73M
4
RDDT icon
Reddit
RDDT
+$2.4M
5
NKE icon
Nike
NKE
+$2.2M

Sector Composition

1 Healthcare 15.47%
2 Technology 4.9%
3 Financials 3.36%
4 Consumer Discretionary 3.13%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.7K ﹤0.01%
10,000
252
$13K ﹤0.01%
100
253
$10.5K ﹤0.01%
229
254
$7.56K ﹤0.01%
79
255
$7.25K ﹤0.01%
68
256
$5.7K ﹤0.01%
12,630
257
$5.08K ﹤0.01%
40
-2,165
258
$5.08K ﹤0.01%
55
-4,446
259
$3.55K ﹤0.01%
248
+3
260
$3.06K ﹤0.01%
106
261
$2.52K ﹤0.01%
54
262
– –
-581
263
– –
-4,014
264
– –
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265
– –
-10,490
266
– –
-12,773
267
– –
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268
– –
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269
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270
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272
– –
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273
– –
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274
– –
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275
– –
-11,994
9 10
11
12 13