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
$320M
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$27M
3
+$25.8M
4
SHOP icon
Shopify
SHOP
+$20.6M
5
PYPL icon
PayPal
PYPL
+$19.8M

Top Sells

1
+$11M
2
+$9.45M
3
+$9.45M
4
WYNN icon
Wynn Resorts
WYNN
+$5.38M
5
BA icon
Boeing
BA
+$4.61M

Sector Composition

1 Technology 43.27%
2 Consumer Discretionary 16.61%
3 Financials 10.01%
4 Communication Services 4.69%
5 Materials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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