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
$1.54B
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$7.23M
3
+$3.6M
4
RDDT icon
Reddit
RDDT
+$2.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.29M

Top Sells

1
+$59.6M
2
+$6.25M
3
+$5.31M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Healthcare 19.6%
2 Technology 5.67%
3 Financials 3.2%
4 Consumer Discretionary 3.15%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26.8K ﹤0.01%
415
277
$25.9K ﹤0.01%
1,099
278
$24K ﹤0.01%
552
279
$23.6K ﹤0.01%
617
280
$22K ﹤0.01%
700
281
$20.7K ﹤0.01%
+200
282
$17.5K ﹤0.01%
78
283
$14.9K ﹤0.01%
286
284
$14K ﹤0.01%
66
+1
285
$12.1K ﹤0.01%
100
286
$12K ﹤0.01%
10,000
287
$8.12K ﹤0.01%
157
288
$7.76K ﹤0.01%
229
+3
289
$7.35K ﹤0.01%
79
290
$7.18K ﹤0.01%
68
291
$6.35K ﹤0.01%
12,630
292
$3.56K ﹤0.01%
245
+4
293
$3.04K ﹤0.01%
106
-1,300
294
$2.31K ﹤0.01%
27
295
$1.02K ﹤0.01%
11
296
$775 ﹤0.01%
5
297
$682 ﹤0.01%
13
298
$549 ﹤0.01%
+10
299
$469 ﹤0.01%
10
300
$354 ﹤0.01%
3
10 11
12
13 14