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
$172M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$7.96M
3
+$5.8M
4
MSFT icon
Microsoft
MSFT
+$5.53M
5
NET icon
Cloudflare
NET
+$5.4M

Top Sells

1
+$7.77M
2
+$4.05M
3
+$3.87M
4
META icon
Meta Platforms (Facebook)
META
+$3.6M
5
PANW icon
Palo Alto Networks
PANW
+$2.89M

Sector Composition

1 Technology 70.04%
2 Consumer Discretionary 12.45%
3 Communication Services 7.52%
4 Industrials 5.92%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,493
77
– –
-23,792
1 2 3
4