ONGA

O'Neil Global Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 104.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.9M
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.26M
3
+$2.95M
4
SE icon
Sea Limited
SE
+$2.9M
5
RBRK icon
Rubrik
RBRK
+$2.27M

Top Sells

1
+$72M
2
+$44.1M
3
+$41.9M
4
PLTR icon
Palantir
PLTR
+$41.4M
5
AVGO icon
Broadcom
AVGO
+$40.3M

Sector Composition

1 Consumer Discretionary 46.04%
2 Technology 19.76%
3 Communication Services 14.85%
4 Financials 2.07%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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