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
$60.8M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$1.42M
3
+$1.12M
4
ARCB icon
ArcBest
ARCB
+$1.12M
5
CHRW icon
C.H. Robinson
CHRW
+$959K

Top Sells

1
+$50M
2
+$19M
3
+$7.31M
4
PLTR icon
Palantir
PLTR
+$6.72M
5
AMD icon
Advanced Micro Devices
AMD
+$6.28M

Sector Composition

1 Technology 8.91%
2 Consumer Discretionary 8.82%
3 Materials 8.34%
4 Industrials 7.81%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,814
102
– –
-1,545
103
– –
-20,844
104
– –
-47,474
105
– –
-6,800
106
– –
-2,073
107
– –
-18,949
108
– –
-4,924
109
– –
-6,850
1 2 3 4
5