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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
151
$456K 0.03%
959
+9
152
$447K 0.03%
15,806
+422
153
$442K 0.03%
2,734
+694
154
$437K 0.02%
9,807
+470
155
$434K 0.02%
9,379
156
$433K 0.02%
5,161
+948
157
$428K 0.02%
2,157
+380
158
$426K 0.02%
6,329
159
$421K 0.02%
8,706
+502
160
$420K 0.02%
1,136
+136
161
$407K 0.02%
2,998
162
$405K 0.02%
1,173
+250
163
$391K 0.02%
2,782
+497
164
$389K 0.02%
3,940
+88
165
$387K 0.02%
1,197
+61
166
$385K 0.02%
+4,592
167
$367K 0.02%
2,303
168
$359K 0.02%
1,891
169
$357K 0.02%
10,668
170
$354K 0.02%
2,811
171
$354K 0.02%
11,137
172
$354K 0.02%
3,180
-36
173
$352K 0.02%
2,062
+185
174
$347K 0.02%
1,183
+150
175
$345K 0.02%
+10,278
5 6
7
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