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
$392M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$40.4M
3
+$22.2M
4
PLTR icon
Palantir
PLTR
+$19.3M
5
AFRM icon
Affirm
AFRM
+$15.5M

Top Sells

1
+$10.9M
2
+$10.8M
3
+$10.6M
4
AMD icon
Advanced Micro Devices
AMD
+$8.57M
5
NOW icon
ServiceNow
NOW
+$7.91M

Sector Composition

1 Technology 41.04%
2 Consumer Discretionary 24.17%
3 Communication Services 21.19%
4 Financials 3.74%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.52%
12,500
-52,217
27
$2.01M 0.51%
+18,920
28
$1.97M 0.5%
+12,880
29
$1.95M 0.5%
+19,437
30
$1.89M 0.48%
+13,840
31
$1.7M 0.43%
10,812
+163
32
$1.69M 0.43%
3,920
-1,580
33
$1.59M 0.41%
+14,634
34
$1.5M 0.38%
+18,626
35
$1.28M 0.33%
+6,726
36
$1.26M 0.32%
10,186
-3,276
37
$1.21M 0.31%
+3,019
38
$1.06M 0.27%
+6,883
39
$914K 0.23%
+3,600
40
$888K 0.23%
+6,800
41
$834K 0.21%
+8,000
42
$831K 0.21%
6,369
-21,610
43
$703K 0.18%
+3,249
44
$618K 0.16%
872
-14,948
45
$613K 0.16%
+11,461
46
$599K 0.15%
+420
47
$582K 0.15%
+6,176
48
$556K 0.14%
+15,400
49
$554K 0.14%
+5,016
50
$526K 0.13%
+4,141
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