ONGA

O'Neil Global Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 134.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+134.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.6M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.47M
3
+$1.47M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.2M
5
SNPS icon
Synopsys
SNPS
+$920K

Top Sells

1
+$27.9M
2
+$16M
3
+$13.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M
5
CRWD icon
CrowdStrike
CRWD
+$10.1M

Sector Composition

1 Technology 39.64%
2 Healthcare 25.53%
3 Consumer Discretionary 12.55%
4 Consumer Staples 7.54%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
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