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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
$194M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$14.8M
3
+$14.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11M
5
CRWD icon
CrowdStrike
CRWD
+$8.27M

Top Sells

1
+$1.74M
2
+$1.42M
3
+$1.12M
4
CHRW icon
C.H. Robinson
CHRW
+$959K
5
ARCH
Arch Resources, Inc.
ARCH
+$945K

Sector Composition

1 Technology 44.53%
2 Consumer Discretionary 18.77%
3 Communication Services 9.35%
4 Healthcare 4.54%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
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