OFG

Oxford Financial Group Portfolio holdings

AUM $1.77B
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$770K
3
+$671K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$486K
5
PNR icon
Pentair
PNR
+$354K

Top Sells

1
+$18.1M
2
+$4.45M
3
+$2.62M
4
WGO icon
Winnebago Industries
WGO
+$2.59M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.54M

Sector Composition

1 Healthcare 25.34%
2 Consumer Discretionary 5.3%
3 Financials 3.68%
4 Technology 3.6%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
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