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
$1.54B
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$7.23M
3
+$3.6M
4
RDDT icon
Reddit
RDDT
+$2.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.29M

Top Sells

1
+$59.6M
2
+$6.25M
3
+$5.31M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

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
51
$2.4M 0.16%
+14,686
52
$2.38M 0.15%
38,175
+9,535
53
$2.22M 0.14%
20,671
-621
54
$2.09M 0.14%
8,687
-1,633
55
$2.05M 0.13%
6,122
56
$2.03M 0.13%
15,875
57
$1.98M 0.13%
7,352
-1,051
58
$1.97M 0.13%
7,453
-1,623
59
$1.82M 0.12%
3,192
60
$1.72M 0.11%
7,405
-239
61
$1.71M 0.11%
33,992
+193
62
$1.7M 0.11%
+14,936
63
$1.67M 0.11%
8,774
-814
64
$1.67M 0.11%
8,806
-1,048
65
$1.64M 0.11%
+18,228
66
$1.51M 0.1%
4,196
-4,361
67
$1.44M 0.09%
51,579
+551
68
$1.4M 0.09%
9,674
-1,669
69
$1.37M 0.09%
5,650
70
$1.36M 0.09%
2
-6
71
$1.34M 0.09%
83,045
72
$1.33M 0.09%
55,614
-2,487,646
73
$1.31M 0.08%
29,732
+447
74
$1.31M 0.08%
22,792
-1,868
75
$1.28M 0.08%
11,073
+503
1 2
3
4 5