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ONGA

O'Neil Global Advisors Portfolio holdings

AUM $14.4M
1-Year Est. Return 220.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+220.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$39M
3
+$31M
4
MDB icon
MongoDB
MDB
+$19.7M
5
CRM icon
Salesforce
CRM
+$18.5M

Top Sells

1
+$10.6M
2
+$9.23M
3
+$8.71M
4
FOUR icon
Shift4
FOUR
+$8.08M
5
PATH icon
UiPath
PATH
+$6.32M

Sector Composition

1 Technology 62.71%
2 Consumer Discretionary 16.47%
3 Communication Services 10.57%
4 Healthcare 6.78%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-8,018
103
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-9,796
104
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-194
105
– –
-35,048
106
– –
-6,605
107
– –
-923
108
– –
-31,000
109
– –
-3,336
110
– –
-16,510
111
– –
-2,275
112
– –
-16,555
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