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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
$1.77B
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
76
$1.28M 0.07%
19,617
+15,197
77
$1.22M 0.07%
2,055
-1,137
78
$1.22M 0.07%
19,763
79
$1.2M 0.07%
12,800
80
$1.19M 0.07%
3,969
+177
81
$1.19M 0.07%
5,120
+299
82
$1.18M 0.07%
5,488
+130
83
$1.18M 0.07%
3,312
+378
84
$1.14M 0.06%
2,810
+125
85
$1.12M 0.06%
2,509
+842
86
$1.1M 0.06%
21,883
87
$1.06M 0.06%
2,967
88
$1.04M 0.06%
31,160
89
$1.02M 0.06%
13,462
+370
90
$1M 0.06%
14,020
91
$998K 0.06%
6,430
+2,246
92
$995K 0.06%
14,621
93
$994K 0.06%
8,367
+506
94
$974K 0.06%
8,661
+2
95
$961K 0.05%
1,690
+161
96
$960K 0.05%
6,810
97
$939K 0.05%
35,661
98
$936K 0.05%
18,990
+46
99
$932K 0.05%
3,302
-178
100
$877K 0.05%
5,242
+944
2 3
4
5 6