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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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OXFORD FINANCIAL GROUP LTD

Time Period2019-06-30

Total Holdings48

Total Value ($x1000)304,966
Activities
New0

Increased14

Unchanged21

Decreased13

Sold Out0

Top 10 Stock Holdingstotal 77.36%
MTUM24.77

FNDX14.6

VTI8.86

IVV7.9

VT6.97

 
ANGL5.74

AOR2.66

IWN2.12

GNR1.89

IWD1.85

-- hover over a symbol below for details --
SEC 13F
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MTUM
24.77%
MSCI USAMOMFCT
FNDX
14.6%
SCHWAB FDT US LG
VTI
8.86%
TOTAL STK MKT
IVV
7.9%
CORE S&P500 ETF
VT
6.97%
TT WRLD ST ETF
ANGL
5.74%
FALLEN ANGEL HG
AOR
2.66%
GRWT ALLOCAT ETF
IWN
2.12%
RUS 2000 VAL ETF
GNR
1.89%
GLB NAT RESRCE
IWD
1.85%
RUS 1000 VAL ETF
IEMG
1.76%
CORE MSCI EMKT
SPY
1.61%
TR UNIT
VOO
1.61%
SHS
IWB
1.57%
RUS 1000 ETF
VWO
1.47%
FTSE EMR MKT ETF
ESGE
1.4%
MSCI EM ESG SE
VXF
1.36%
EXTEND MKT ETF
VEU
1.23%
ALLWRLD EX US
VTV
1.08%
VALUE ETF
VNQ
1.07%
REIT ETF
TIP
0.97%
TIPS BD ETF
MLPI
0.88%
ALERIAN INFRST
IGE
0.85%
NA NAT RES
VEA
0.74%
FTSE DEV MKT ETF
SCHX
0.5%
US LRG CAP ETF
IJR
0.44%
CORE S&P SCP ETF
ITOT
0.4%
CORE S&P TTL STK
MUB
0.32%
NAT AMT FREE BD
MDY
0.3%
UTSER1 S&PDCRP
IWR
0.29%
RUS MID-CAP ETF
IJH
0.29%
CORE S&P MCP ETF
EFA
0.26%
MSCI EAFE ETF
IWM
0.25%
RUSSELL 2000 ETF
RYT
0.23%
S&P500 EQL TEC
SCHF
0.19%
INTL EQTY ETF
IWP
0.17%
RUS MD CP GR ETF
AMJ
0.16%
ALERIAN ML ETN
IVE
0.15%
S&P 500 VAL ETF
KLD
0.15%
USA ESG SLCT ETF
EEM
0.15%
MSCI EMG MKT ETF
DIA
0.14%
UT SER 1
SCHA
0.11%
US SML CAP ETF
IWF
0.1%
RUS 1000 GRW ETF
IWO
0.1%
RUS 2000 GRW ETF
MUNI
0.09%
INTER MUN BD ST
VB
0.09%
SMALL CP ETF
VUG
0.09%
GROWTH ETF
TOTL
0.08%
SPDR TR TACTIC