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
$60.8M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$1.32M
3 +$972K
4
ARCB icon
ArcBest
ARCB
+$948K
5
ARCH
Arch Resources, Inc.
ARCH
+$919K

Top Sells

1 +$47.6M
2 +$17.8M
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
51
$207K 0.34%
+2,195
52
$200K 0.33%
+8,250
53
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