ONGA

O'Neil Global Advisors Portfolio holdings

AUM $435M
1-Year Est. Return 111.45%
This Quarter Est. Return
1 Year Est. Return
+111.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.8M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$1.42M
3
+$1.12M
4
ARCB icon
ArcBest
ARCB
+$1.12M
5
CHRW icon
C.H. Robinson
CHRW
+$959K

Top Sells

1
+$50M
2
+$19M
3
+$7.31M
4
PLTR icon
Palantir
PLTR
+$6.72M
5
AMD icon
Advanced Micro Devices
AMD
+$6.28M

Sector Composition

1 Technology 8.91%
2 Consumer Discretionary 8.82%
3 Materials 8.34%
4 Industrials 7.81%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$499K 0.82%
+4,080
27
$498K 0.82%
+7,615
28
$497K 0.82%
+9,539
29
$494K 0.81%
4,445
-3,235
30
$494K 0.81%
+4,332
31
$493K 0.81%
+5,136
32
$491K 0.81%
+8,531
33
$474K 0.78%
+1,585
34
$467K 0.77%
+13,728
35
$466K 0.77%
+4,590
36
$453K 0.75%
2,233
-6,387
37
$385K 0.63%
6,534
-7,641
38
$376K 0.62%
+4,242
39
$372K 0.61%
897
-447
40
$365K 0.6%
+4,189
41
$361K 0.59%
+2,003
42
$355K 0.58%
5,221
-50,535
43
$296K 0.49%
+525
44
$265K 0.44%
+6,029
45
$255K 0.42%
+802
46
$225K 0.37%
+855
47
$213K 0.35%
+402
48
$211K 0.35%
+1,535
49
$211K 0.35%
1,956
-3,544
50
$210K 0.35%
+7,200
1
2
3 4 5