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
326
$370K 0.08%
1,262
-256
327
$366K 0.08%
1,275
-140
328
$366K 0.08%
+8,168
329
$365K 0.08%
3,806
-348
330
$365K 0.08%
3,046
-1,025
331
$364K 0.08%
5,801
-442
332
$359K 0.07%
40,562
-9,333
333
$350K 0.07%
8,381
-510
334
$342K 0.07%
2,810
-200
335
$342K 0.07%
10,173
+549
336
$341K 0.07%
1,734
+236
337
$340K 0.07%
11,779
-1,215
338
$339K 0.07%
1,021
-45
339
$337K 0.07%
1,928
+56
340
$335K 0.07%
3,330
-3,321
341
$335K 0.07%
1,706
-1,509
342
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1,098
-411
343
$331K 0.07%
10,000
-6,000
344
$331K 0.07%
4,796
-2,283
345
$330K 0.07%
8,266
-1,985
346
$330K 0.07%
7,560
-100
347
$327K 0.07%
3,636
+87
348
$326K 0.07%
10,949
+727
349
$320K 0.07%
600
-132
350
$318K 0.07%
+2,080
12 13
14
15 16