ONGA

O'Neil Global Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 134.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+134.32%
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
+$26M
2
+$16.1M
3
+$13.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.3M
5
CRWD icon
CrowdStrike
CRWD
+$10.1M

Top Sells

1
+$1.78M
2
+$1.42M
3
+$1.12M
4
MP icon
MP Materials
MP
+$1.08M
5
CHRW icon
C.H. Robinson
CHRW
+$959K

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
in Stake 		Capital Flow
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