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
$1.52B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$68.5M
2 +$18.6M
3 +$9.29M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.51M

Top Sells

1 +$94.4M
2 +$18.4M
3 +$4.96M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.27M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.05M

Sector Composition

1 Healthcare 21.88%
2 Technology 5.72%
3 Financials 3.89%
4 Consumer Discretionary 2.97%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$78.5K 0.01%
962
277
$74K ﹤0.01%
1,109
278
$73.8K ﹤0.01%
742
279
$71K ﹤0.01%
360
280
$70.7K ﹤0.01%
2,537
281
$59.9K ﹤0.01%
1,128
282
$55.8K ﹤0.01%
75,568
+13,879
283
$53.3K ﹤0.01%
404
284
$50.8K ﹤0.01%
651
285
$48.1K ﹤0.01%
50,705
+5
286
$39.8K ﹤0.01%
+1,406
287
$36.2K ﹤0.01%
531
-275
288
$33.5K ﹤0.01%
295
289
$33K ﹤0.01%
1,575
290
$29.1K ﹤0.01%
+415
291
$28.2K ﹤0.01%
106
292
$27.2K ﹤0.01%
290
293
$25.8K ﹤0.01%
1,099
294
$25.6K ﹤0.01%
617
295
$25.5K ﹤0.01%
+10,000
296
$23.7K ﹤0.01%
552
297
$23.4K ﹤0.01%
257
-92
298
$22.1K ﹤0.01%
700
299
$21.3K ﹤0.01%
606
300
$17.6K ﹤0.01%
87
+24