Oxford Financial Group Ltd
CIK Number: 0001245862
1.54B
Market Value
294
# of Holdings
13 months
Avg. Holding Period
34.86%
Win Rate
36.40%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 252.98 | -2.23% | 727.92K | +3.55% | 210.96M | 193.62 | 13.66% |
| 2 | LLY | Eli Lilly and C... | 818.27 | -2.58% | 242.22K | -1.01% | 186.99M | 337.1 | 12.11% |
| 3 | INFL | Horizon Kinetic... | 39.55 | -2.12% | 3.93M | +70.35% | 149.62M | 35.42 | 9.69% |
| 4 | ISRG | Intuitive Surgi... | 469.00 | -2.85% | 205.61K | -5.5% | 107.32M | 245.24 | 6.95% |
| 5 | MUB | iShares Nationa... | 102.94 | -0.63% | 955.66K | -1.23% | 101.83M | 105.42 | 6.59% |
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