ONGA

O'Neil Global Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 134.32%
This Quarter Est. Return
1 Year Est. Return
+134.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$40.4M
3
+$22.2M
4
PLTR icon
Palantir
PLTR
+$19.3M
5
AFRM icon
Affirm
AFRM
+$15.5M

Top Sells

1
+$10.9M
2
+$10.8M
3
+$10.6M
4
AMD icon
Advanced Micro Devices
AMD
+$8.57M
5
NOW icon
ServiceNow
NOW
+$7.91M

Sector Composition

1 Technology 41.04%
2 Consumer Discretionary 24.17%
3 Communication Services 21.19%
4 Financials 3.74%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.13%
+17,030
52
$490K 0.13%
+239
53
$487K 0.12%
+19,937
54
$483K 0.12%
+2,712
55
$466K 0.12%
2,210
+710
56
– –
-60,100
57
– –
-31,675
58
– –
-13,140
59
– –
-21,203
60
– –
-1,488
61
– –
-13,283
62
– –
-5,006
63
– –
-14,200
64
– –
-1,404
65
– –
-7,803
66
– –
-2,100
67
– –
-28,145
68
– –
-2,097
69
– –
-11,312
70
– –
-4,750
71
– –
-70,952
72
– –
-1,514
73
– –
-7,961
74
– –
-570
75
– –
-4,866
1 2
3
4