We are live on ! Find out more
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
176
$342K 0.02%
1,725
+31
177
$341K 0.02%
3,589
+705
178
$338K 0.02%
1,028
+117
179
$337K 0.02%
707
+1
180
$333K 0.02%
9,692
+560
181
$322K 0.02%
4,704
+791
182
$320K 0.02%
4,440
183
$316K 0.02%
4,529
+284
184
$314K 0.02%
5,150
+124
185
$308K 0.02%
1,599
186
$303K 0.02%
+898
187
$297K 0.02%
1,063
+89
188
$292K 0.02%
+629
189
$287K 0.02%
6,525
+345
190
$285K 0.02%
8,272
191
$281K 0.02%
+9,854
192
$277K 0.02%
7,787
+753
193
$269K 0.02%
1,615
+131
194
$264K 0.01%
+4,637
195
$262K 0.01%
20,487
196
$261K 0.01%
10,000
197
$259K 0.01%
2,306
198
$257K 0.01%
16,601
199
$256K 0.01%
3,502
+120
200
$252K 0.01%
2,919
6 7
8
9 10