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
$1.54B
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$7.23M
3
+$3.6M
4
RDDT icon
Reddit
RDDT
+$2.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.29M

Top Sells

1
+$59.6M
2
+$6.25M
3
+$5.31M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Healthcare 19.6%
2 Technology 5.67%
3 Financials 3.2%
4 Consumer Discretionary 3.15%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$309K 0.02%
594
+18
202
$307K 0.02%
2,205
+2,165
203
$301K 0.02%
1,286
-34
204
$296K 0.02%
5,236
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205
$292K 0.02%
4,440
206
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505
+12
207
$289K 0.02%
8,695
208
$289K 0.02%
2,950
209
$288K 0.02%
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210
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211
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212
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1,484
213
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1,842
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214
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215
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216
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217
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218
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219
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221
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222
$249K 0.02%
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223
$247K 0.02%
3,454
224
$245K 0.02%
8,272
225
$240K 0.02%
7,436
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