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
$859M
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$98.4M
2 +$18.5M
3 +$7.52M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.8M

Sector Composition

1 Healthcare 13.56%
2 Consumer Discretionary 8.66%
3 Financials 5.23%
4 Technology 2.87%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-30
277
-3
278
-7,599
279
-10,000