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
$310M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$1.22M
3 +$927K
4
DOW icon
Dow Inc
DOW
+$745K
5
VTV icon
Vanguard Value ETF
VTV
+$630K

Sector Composition

1 Technology 14.43%
2 Financials 11.78%
3 Healthcare 9.19%
4 Consumer Discretionary 8.06%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$248K 0.08%
4,964
+584
327
$243K 0.08%
+1,771
328
$243K 0.08%
+1,938
329
$242K 0.08%
5,178
+27
330
$241K 0.08%
1,224
-64
331
$240K 0.08%
16,400
-250
332
$239K 0.08%
11,475
-68
333
$239K 0.08%
+9,193
334
$239K 0.08%
21,940
-176
335
$237K 0.08%
4,246
-300
336
$237K 0.08%
664
-9
337
$234K 0.08%
6,089
+421
338
$234K 0.08%
7,992
-504
339
$233K 0.08%
4,462
-272
340
$231K 0.07%
21,581
+2,543
341
$229K 0.07%
4,146
-562
342
$229K 0.07%
5,751
+1,057
343
$228K 0.07%
958
-59
344
$226K 0.07%
6,800
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345
$225K 0.07%
6,603
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346
$223K 0.07%
4,934
-849
347
$221K 0.07%
4,858
-1,492
348
$221K 0.07%
988
-222
349
$220K 0.07%
17,017
+192
350
$220K 0.07%
3,035
-679