We are live on ! Find out more
ONGA

O'Neil Global Advisors Portfolio holdings

AUM $14.4M
1-Year Est. Return 220.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+220.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$29.9M
3
+$29.7M
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$25.9M
5
NVDA icon
NVIDIA
NVDA
+$17M

Top Sells

1
+$27.9M
2
+$25.7M
3
+$22.7M
4
AMZN icon
Amazon
AMZN
+$19.9M
5
SNOW icon
Snowflake
SNOW
+$17.5M

Sector Composition

1 Technology 37.82%
2 Consumer Discretionary 25.96%
3 Financials 9.57%
4 Industrials 6.7%
5 Utilities 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.13%
+8,292
52
$688K 0.13%
+2,794
53
$617K 0.11%
5,807
54
$560K 0.1%
+3,346
55
$538K 0.1%
+3,308
56
$467K 0.09%
2,718
-6,458
57
$440K 0.08%
+3,025
58
$437K 0.08%
21,118
59
$418K 0.08%
+1,228
60
$408K 0.08%
+1,531
61
– –
-2,912
62
– –
-2,027
63
– –
-2,145
64
– –
-13,327
65
– –
-18,802
66
– –
-9,709
67
– –
-101,301
68
– –
-2,823
69
– –
-38,401
70
– –
-96,103
71
– –
-18,000
72
– –
-70,975
73
– –
-9,111
74
– –
-10,101
75
– –
-1,748
1 2
3
4