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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
101
$872K 0.05%
9,542
-85
102
$850K 0.05%
12,819
+541
103
$840K 0.05%
8,148
+1,087
104
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18,500
105
$803K 0.05%
7,374
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106
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2,320
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107
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108
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10,000
109
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10,838
110
$727K 0.04%
34,514
111
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6,762
112
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3,622
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113
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114
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115
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5,924
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116
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117
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119
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120
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14,330
121
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1,277
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122
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123
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3,415
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124
$624K 0.04%
17,175
125
$621K 0.04%
2,878
-400
3 4
5
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