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
$172M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$9.37M
3
+$7.26M
4
NET icon
Cloudflare
NET
+$6.43M
5
MSFT icon
Microsoft
MSFT
+$5.84M

Top Sells

1
+$8.71M
2
+$4.05M
3
+$4.03M
4
META icon
Meta Platforms (Facebook)
META
+$3.92M
5
PANW icon
Palo Alto Networks
PANW
+$3.19M

Sector Composition

1 Technology 71.35%
2 Consumer Discretionary 12.45%
3 Communication Services 7.52%
4 Industrials 5.92%
5 Financials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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