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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
201
$249K 0.01%
+2,010
202
$249K 0.01%
1,395
+60
203
$247K 0.01%
8,736
+1,414
204
$243K 0.01%
753
-284
205
$237K 0.01%
1,427
+163
206
$237K 0.01%
1,997
207
$235K 0.01%
1,200
208
$235K 0.01%
471
+14
209
$235K 0.01%
1,820
+146
210
$234K 0.01%
+3,451
211
$229K 0.01%
7,324
+307
212
$226K 0.01%
3,004
+57
213
$226K 0.01%
3,000
214
$221K 0.01%
9,834
-3,200
215
$220K 0.01%
+1,457
216
$218K 0.01%
4,836
217
$210K 0.01%
1,339
218
$205K 0.01%
+3,354
219
$205K 0.01%
1,217
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220
$203K 0.01%
+704
221
$203K 0.01%
+6,460
222
$185K 0.01%
+2,302
223
$175K 0.01%
1,077
+3
224
$169K 0.01%
2,206
225
$168K 0.01%
2,544
-186
7 8
9
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