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
301
$420K 0.09%
2,829
+57
302
$420K 0.09%
7,742
-104
303
$420K 0.09%
4,588
-316
304
$416K 0.09%
20,610
+384
305
$409K 0.08%
1,963
-50
306
$407K 0.08%
3,088
+574
307
$406K 0.08%
+8,703
308
$405K 0.08%
4,768
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309
$404K 0.08%
25,814
-3,347
310
$402K 0.08%
24,000
-7,950
311
$402K 0.08%
29,877
-6,653
312
$401K 0.08%
561
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313
$399K 0.08%
2,348
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314
$394K 0.08%
+5,748
315
$394K 0.08%
17,842
-340
316
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20,366
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317
$389K 0.08%
1,488
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318
$386K 0.08%
4,206
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319
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2,503
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320
$382K 0.08%
12,666
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321
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322
$379K 0.08%
4,382
-4,569
323
$376K 0.08%
1,606
+339
324
$374K 0.08%
+4,033
325
$372K 0.08%
9,043
-110
11 12
13
14 15