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
126
$586K 0.04%
10,055
127
$579K 0.04%
1,732
-71
128
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129
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130
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131
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4,338
132
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133
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134
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135
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136
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137
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29,094
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138
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140
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141
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144
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146
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147
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148
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149
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10,181
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150
$485K 0.03%
48,993
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4 5
6
7 8