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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.45M
3
+$8.87M
4
NVDA icon
NVIDIA
NVDA
+$7.11M
5
WYNN icon
Wynn Resorts
WYNN
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 45.35%
2 Technology 22.33%
3 Communication Services 13.3%
4 Industrials 10.15%
5 Financials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.33%
+3,709
52
$319K 0.31%
+5,118
53
$318K 0.31%
+700
54
$318K 0.31%
+6,464
55
$313K 0.3%
+2,632
56
$307K 0.3%
+168
57
$293K 0.28%
+6,300
58
$214K 0.21%
+3,500
59
$200K 0.19%
+1,576
1 2
3