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
$213M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$18.1M
3 +$10.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.1M
5
NFLX icon
Netflix
NFLX
+$9.88M

Top Sells

1 +$9.11M
2 +$8.22M
3 +$6.25M
4
NU icon
Nu Holdings
NU
+$2.12M
5
TPG icon
TPG
TPG
+$2.06M

Sector Composition

1 Technology 45.57%
2 Communication Services 22.23%
3 Consumer Discretionary 14.51%
4 Healthcare 9.01%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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