OFG

Oxford Financial Group Portfolio holdings

AUM $1.82B
1-Year Est. Return 18.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.48%
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
+$7.18M
2
+$6.49M
3
+$2.47M
4
ABMD
Abiomed Inc
ABMD
+$2.37M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.62M

Top Sells

1
+$14.6M
2
+$5.86M
3
+$2.05M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.98M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.92M

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
201
– –
-545
202
– –
-6,413
203
– –
-24,295
204
– –
-15,334
5 6 7 8
9