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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
$1.77B
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
251
$27.5K ﹤0.01%
106
252
$26.3K ﹤0.01%
615
+9
253
$25.8K ﹤0.01%
617
254
$25.4K ﹤0.01%
23,094
255
$22.1K ﹤0.01%
700
256
$21.3K ﹤0.01%
12,630
257
$21.1K ﹤0.01%
+500
258
$20.2K ﹤0.01%
470
259
$18.7K ﹤0.01%
156
260
$18.6K ﹤0.01%
286
261
$17.3K ﹤0.01%
+337
262
$15.8K ﹤0.01%
10,000
263
$15.7K ﹤0.01%
152
264
$13.9K ﹤0.01%
65
265
$12.6K ﹤0.01%
100
266
$12K ﹤0.01%
+271
267
$10K ﹤0.01%
+112
268
$8.5K ﹤0.01%
68
269
$7.67K ﹤0.01%
79
270
$7.63K ﹤0.01%
+160
271
$6.58K ﹤0.01%
40
272
$6.11K ﹤0.01%
35
-59
273
$6.03K ﹤0.01%
+73
274
$5.5K ﹤0.01%
55
275
$4.5K ﹤0.01%
+159
8 9 10
11
12