MOS

MGO One Seven Portfolio holdings

AUM $4.32B
1-Year Est. Return 21.44%
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$964M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.8M
3
+$7.76M
4
HD icon
Home Depot
HD
+$6.09M
5
JPM icon
JPMorgan Chase
JPM
+$5.03M

Top Sells

1
+$2.21M
2
+$1.3M
3
+$994K
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$987K
5
KSU
Kansas City Southern
KSU
+$906K

Sector Composition

1 Technology 18.37%
2 Financials 9.17%
3 Healthcare 9.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$872K 0.09%
+19,271
252
$867K 0.09%
29,304
+3,484
253
$844K 0.09%
6,842
+1,064
254
$839K 0.09%
3,400
+936
255
$838K 0.09%
11,229
-28
256
$835K 0.09%
+7,559
257
$834K 0.09%
12,158
-341
258
$828K 0.09%
13,516
-1,302
259
$827K 0.09%
43,090
+10
260
$820K 0.09%
2,812
+73
261
$813K 0.08%
24,654
-1,080
262
$803K 0.08%
18,653
+710
263
$799K 0.08%
3,825
+754
264
$798K 0.08%
7,616
+2,520
265
$796K 0.08%
16,629
+4,676
266
$790K 0.08%
7,381
-178
267
$783K 0.08%
7,794
+74
268
$780K 0.08%
1,681
+857
269
$775K 0.08%
5,663
+1,869
270
$772K 0.08%
2,965
+51
271
$771K 0.08%
3,726
+348
272
$767K 0.08%
11,179
+6,175
273
$761K 0.08%
3,766
+2,508
274
$759K 0.08%
+13,594
275
$756K 0.08%
3,958
9 10
11
12 13