ONGA

O'Neil Global Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 134.32%
This Quarter Est. Return
1 Year Est. Return
+134.32%
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
+$5.36M
2
+$3.94M
3
+$3.38M
4
SE icon
Sea Limited
SE
+$3.05M
5
RBRK icon
Rubrik
RBRK
+$2.02M

Top Sells

1
+$72M
2
+$40.3M
3
+$39.8M
4
META icon
Meta Platforms (Facebook)
META
+$37.4M
5
TSLA icon
Tesla
TSLA
+$34.3M

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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