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

Top Buys

1 +$51.4M
2 +$30.2M
3 +$28.1M
4
SHOP icon
Shopify
SHOP
+$24.4M
5
PYPL icon
PayPal
PYPL
+$21.8M

Top Sells

1 +$11M
2 +$9.87M
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
126
-3,709
127
-38,680