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
$1.77B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$6.17M
3
+$4.04M
4
HGTY icon
Hagerty
HGTY
+$1.88M
5
META icon
Meta Platforms (Facebook)
META
+$1.87M

Top Sells

1
+$8.54M
2
+$3.93M
3
+$3.7M
4
DSTL icon
Distillate US Fundamental Stability & Value ETF
DSTL
+$3.01M
5
LLY icon
Eli Lilly
LLY
+$2.06M

Sector Composition

1 Healthcare 16.41%
2 Technology 5.45%
3 Financials 3.18%
4 Consumer Discretionary 2.59%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.58%
145,863
+107
27
$8.85M 0.5%
43,456
+34
28
$8.63M 0.49%
20,000
29
$7.71M 0.44%
12,593
-82
30
$7.24M 0.41%
166,782
-418
31
$5.58M 0.32%
124,112
+112
32
$5.19M 0.29%
23,632
+2,442
33
$4.92M 0.28%
23,494
-743
34
$4.87M 0.28%
40,314
+1,212
35
$4.86M 0.27%
29,252
36
$4.8M 0.27%
27,140
-34
37
$4.64M 0.26%
12,385
+597
38
$4.28M 0.24%
36,544
+2,724
39
$4.11M 0.23%
24,031
40
$3.91M 0.22%
56,129
-387
41
$3.69M 0.21%
25,367
-2,252
42
$3.63M 0.21%
3,917
+90
43
$3.61M 0.2%
6,012
+1,152
44
$3.6M 0.2%
17,423
-96
45
$3.2M 0.18%
4,358
+2,518
46
$3.14M 0.18%
32,569
47
$2.87M 0.16%
11,301
+1,504
48
$2.87M 0.16%
43,902
+6,262
49
$2.64M 0.15%
44,062
+1,018
50
$2.63M 0.15%
10,833
+1,699
1
2
3 4 5