Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Oxford Financial Group Ltd > Profile

Instuitional Investor - Oxford Financial Group Ltd

Fund Profile
Filing Period:
Fund Name: Oxford Financial Group Ltd
Portfolio Value $1,362,892,094
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 376,247 $219,321,957 16.09%
2.
Vanguard Index Fds
 648,061 $153,733,062 11.27%
3.
Ishares Tr
 974,409 $105,635,683 7.75%
4.
Etf Ser Solutions
 1,686,853 $83,279,949 6.11%
5.
Intuitive Surgical Inc
 ISRG 212,443 $71,669,770 5.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)