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
$81.1M
AUM Growth
-$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.47M
3
+$1.98M
4
NU icon
Nu Holdings
NU
+$1.89M
5
EDU icon
New Oriental
EDU
+$873K

Top Sells

1
+$89.9M
2
+$10.3M
3
+$9.8M
4
SNOW icon
Snowflake
SNOW
+$9.37M
5
AMD icon
Advanced Micro Devices
AMD
+$7.26M

Sector Composition

1 Technology 48.14%
2 Industrials 24.3%
3 Communication Services 11.43%
4 Financials 7.31%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
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