We are live on ! Find out more
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
$1.54B
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$7.27M
3
+$3.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.4M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Top Sells

1
+$63.5M
2
+$6.24M
3
+$5.36M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.12M

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
301
– –
-2,666
302
– –
-2,507
303
– –
-3,370
304
– –
-3,495
305
– –
-156
306
– –
-2,078
307
– –
-37,684
308
– –
-6,119
309
– –
-2,516
310
– –
-110
311
– –
-1,284
312
– –
-133
313
– –
-4,637
314
– –
-2,095
315
– –
-11,137
316
– –
-5,097
317
– –
-1,317
318
– –
-23,892
319
– –
-25,882
320
– –
-1,390
321
– –
-1,764
322
– –
-336
323
– –
-1,873
324
– –
-2,801
325
– –
-4,592
10 11 12
13
14