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
$485M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.27M
3
+$2.02M
4
MKL icon
Markel Group
MKL
+$1.41M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.24M

Top Sells

1
+$2.65M
2
+$2.37M
3
+$1.38M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.31M
5
AAPL icon
Apple
AAPL
+$744K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.3%
3 Financials 8.54%
4 Consumer Discretionary 8.5%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$468K 0.1%
16,684
-337
277
$467K 0.1%
10,611
-2,317
278
$463K 0.1%
11,575
-2,689
279
$462K 0.1%
640
+13
280
$459K 0.09%
6,896
-436
281
$456K 0.09%
2,612
-196
282
$453K 0.09%
2,846
-33
283
$450K 0.09%
6,611
+8
284
$448K 0.09%
+8,928
285
$447K 0.09%
5,943
-1,678
286
$444K 0.09%
2,026
-141
287
$444K 0.09%
9,108
-410
288
$443K 0.09%
1,991
-156
289
$441K 0.09%
6,812
+900
290
$438K 0.09%
25,260
291
$432K 0.09%
7,869
-346
292
$432K 0.09%
45,810
-17,506
293
$427K 0.09%
3,230
294
$426K 0.09%
4,599
+268
295
$424K 0.09%
7,990
+54
296
$423K 0.09%
7,860
-1,042
297
$423K 0.09%
8,331
-1,885
298
$422K 0.09%
2,675
-13
299
$421K 0.09%
+6,372
300
$420K 0.09%
2,464
-38
10 11
12
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