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
$146M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Sells

1 +$5.93M
2 +$390K
3 +$20.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$308K 0.21%
8,610
+2,830
27
$302K 0.21%
17,952
+84
28
$286K 0.2%
+6,388
29
$278K 0.19%
5,160
30
$272K 0.19%
+5,922
31
$242K 0.17%
4,902
32
$218K 0.15%
+3,854
33
$207K 0.14%
+4,754