ONGA

O'Neil Global Advisors Portfolio holdings

AUM $435M
1-Year Est. Return 111.45%
This Quarter Est. Return
1 Year Est. Return
+111.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$40.4M
3
+$22.2M
4
PLTR icon
Palantir
PLTR
+$19.3M
5
AFRM icon
Affirm
AFRM
+$15.5M

Top Sells

1
+$10.9M
2
+$10.8M
3
+$10.6M
4
AMD icon
Advanced Micro Devices
AMD
+$8.57M
5
NOW icon
ServiceNow
NOW
+$7.91M

Sector Composition

1 Technology 41.04%
2 Consumer Discretionary 24.17%
3 Communication Services 21.19%
4 Financials 3.74%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-16,436
80
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-1,175
81
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-4,775
82
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-46,435
83
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-32,485
84
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-5,964
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