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
$392M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$36.3M
3
+$21.6M
4
PLTR icon
Palantir
PLTR
+$15.9M
5
AFRM icon
Affirm
AFRM
+$12.6M

Top Sells

1
+$10.9M
2
+$10.8M
3
+$10M
4
AMD icon
Advanced Micro Devices
AMD
+$7.93M
5
NOW icon
ServiceNow
NOW
+$7.27M

Sector Composition

1 Technology 37.07%
2 Consumer Discretionary 24.17%
3 Communication Services 21.19%
4 Financials 7.71%
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
– –
-16,436
80
– –
-1,175
81
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-4,775
82
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-46,435
83
– –
-32,485
84
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-5,964
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