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
$1.52B
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$18.6M
3
+$9.29M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.51M

Top Sells

1
+$94.4M
2
+$18.4M
3
+$4.96M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.27M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.05M

Sector Composition

1 Healthcare 21.88%
2 Technology 5.72%
3 Financials 3.89%
4 Consumer Discretionary 2.97%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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