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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
$1.58B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$6.24M
3
+$2.03M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Top Sells

1
+$3.67M
2
+$2.54M
3
+$2.33M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$2.2M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2M

Sector Composition

1 Healthcare 21.13%
2 Technology 5.42%
3 Financials 3.68%
4 Consumer Discretionary 3.1%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-1,241
327
– –
-1,062
328
– –
-866
329
– –
-10,744
330
– –
-1,663
331
– –
-75,874
332
– –
-11,939
10 11 12 13
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