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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
$543M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$29.9M
3
+$29.7M
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$25.9M
5
NVDA icon
NVIDIA
NVDA
+$17M

Top Sells

1
+$27.9M
2
+$25.7M
3
+$22.7M
4
AMZN icon
Amazon
AMZN
+$19.9M
5
SNOW icon
Snowflake
SNOW
+$17.5M

Sector Composition

1 Technology 37.82%
2 Consumer Discretionary 25.96%
3 Financials 9.57%
4 Industrials 6.7%
5 Utilities 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 18.41%
224,748
+22,478
2
$66M 12.15%
353,645
+97,546
3
$52.3M 9.63%
286,711
+198,937
4
$42.4M 7.81%
296,098
+273,730
5
$32.6M 6%
66,457
+26,336
6
$32M 5.89%
+188,864
7
$28.7M 5.28%
46,613
+24,697
8
$27.5M 5.07%
+873,766
9
$26.4M 4.86%
406,378
-193,933
10
$16.4M 3.01%
+83,482
11
$15M 2.77%
29,055
+25,431
12
$13.2M 2.43%
+90,688
13
$10.9M 2.01%
+168,715
14
$7.16M 1.32%
29,447
-5,531
15
$6.34M 1.17%
42,695
-10,824
16
$5.68M 1.05%
17,221
-19,887
17
$3.56M 0.66%
+4,474
18
$3.52M 0.65%
+4,900
19
$3.31M 0.61%
4,503
-30,517
20
$3.27M 0.6%
32,813
-279,587
21
$3.13M 0.58%
+17,498
22
$2.94M 0.54%
35,037
-3,018
23
$2.77M 0.51%
+8,802
24
$2.53M 0.47%
7,701
-558
25
$2.22M 0.41%
9,861
-81,570
1
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