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
51
$2.57M 0.15%
32,112
+14,064
52
$2.53M 0.14%
7,658
-2,664
53
$2.47M 0.14%
21,882
+2,287
54
$2.4M 0.14%
6,331
-33
55
$2.32M 0.13%
9,599
-1,262
56
$2.27M 0.13%
14,794
+598
57
$2.26M 0.13%
7,352
58
$2.26M 0.13%
3
59
$2.24M 0.13%
15,875
60
$2.2M 0.12%
29,936
-12
61
$2.05M 0.12%
+170,000
62
$1.84M 0.1%
5,650
63
$1.84M 0.1%
22,458
+184
64
$1.84M 0.1%
6,548
+231
65
$1.74M 0.1%
9,382
+350
66
$1.69M 0.1%
2,753
+88
67
$1.65M 0.09%
51,733
+2
68
$1.63M 0.09%
34,726
+256
69
$1.45M 0.08%
33,563
70
$1.4M 0.08%
54,852
-1,500
71
$1.38M 0.08%
5,678
+167
72
$1.38M 0.08%
14,736
+1,872
73
$1.33M 0.08%
7,705
+147
74
$1.33M 0.08%
83,045
75
$1.33M 0.08%
24,510
+4,893
1 2
3
4 5