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
301
$674K 0.07%
4,529
+305
302
$672K 0.07%
10,131
+5,690
303
$667K 0.07%
2,456
+1,390
304
$660K 0.07%
19,522
+4,393
305
$656K 0.07%
3,125
+122
306
$656K 0.07%
4,011
+1,455
307
$655K 0.07%
7,056
+192
308
$649K 0.07%
+11,918
309
$647K 0.07%
22,038
+774
310
$641K 0.07%
5,162
311
$640K 0.07%
1,867
+1,063
312
$640K 0.07%
4,812
+276
313
$639K 0.07%
19,648
+735
314
$638K 0.07%
3,589
+496
315
$637K 0.07%
1,646
+901
316
$633K 0.07%
5,922
317
$633K 0.07%
29,713
+4,654
318
$631K 0.07%
28,555
+8,530
319
$628K 0.07%
2,227
+1,148
320
$623K 0.06%
5,319
-388
321
$622K 0.06%
2,638
+1,448
322
$620K 0.06%
7,888
+3,125
323
$620K 0.06%
1,503
+167
324
$616K 0.06%
1,409
+28
325
$613K 0.06%
116,389
11 12
13
14 15