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
$194M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.6M
3
+$10.9M
4
PANW icon
Palo Alto Networks
PANW
+$9.83M
5
ABNB icon
Airbnb
ABNB
+$9.7M

Top Sells

1
+$1.58M
2
+$1.21M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$706K
5
WFC icon
Wells Fargo
WFC
+$637K

Sector Composition

1 Technology 71.38%
2 Consumer Discretionary 20.07%
3 Healthcare 3.55%
4 Communication Services 2.79%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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