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
$110M
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$7.7M
2 +$5.58M
3 +$2.28M
4
NOW icon
ServiceNow
NOW
+$1.7M
5
ARGX icon
argenx
ARGX
+$1.15M

Top Sells

1 +$60.1M
2 +$55.8M
3 +$46.2M
4
CRM icon
Salesforce
CRM
+$28.9M
5
MDB icon
MongoDB
MDB
+$27.7M

Sector Composition

1 Technology 52.36%
2 Communication Services 20.68%
3 Consumer Discretionary 15.17%
4 Industrials 6.97%
5 Healthcare 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-36,005
102
-5,528
103
-9,016
104
-40,273
105
-8,611