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OFG
Oxford Financial Group Portfolio holdings
AUM
$1.86B
1-Year Est. Return
19.27%
This Fund
S&P 500
1 Year Est. Return
+19.27%
AUM
$1.86B
AUM Growth
+$37.5M
(+2.1%)
Holding
326
Top Buys
| 1 | +$97.3M | |
| 2 | +$5.82M | |
| 3 | +$3.01M | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$2.43M |
| 5 |
Apple
AAPL
|
+$1.67M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$11.6M | |
| 3 | +$7.2M | |
| 4 |
Eli Lilly
LLY
|
+$6.62M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$5.58M |
Sector Composition
| 1 | Healthcare | 16.04% |
| 2 | Technology | 5.13% |
| 3 | Financials | 2.59% |
| 4 | Consumer Discretionary | 2.33% |
| 5 | Industrials | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
| – | – |
-8,895
|
|