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
$620M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$6.32M
3
+$2.37M
4
ABMD
Abiomed Inc
ABMD
+$2.27M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.61M

Top Sells

1
+$13.2M
2
+$6.05M
3
+$2.07M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.03M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.99M

Sector Composition

1 Healthcare 20.35%
2 Financials 4.81%
3 Technology 2.68%
4 Consumer Discretionary 2.67%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K ﹤0.01%
418
177
$25K ﹤0.01%
+175
178
$20K ﹤0.01%
1,518
179
$11K ﹤0.01%
300
180
$8K ﹤0.01%
214
-500
181
$8K ﹤0.01%
289
182
$8K ﹤0.01%
68
183
$4K ﹤0.01%
42
184
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185
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186
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187
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188
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189
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191
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192
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193
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195
$0 ﹤0.01%
3
196
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197
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199
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5 6 7
8
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