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
201
-545
202
-6,413
203
-24,295
204
-15,334