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
326
$612K 0.06%
6,466
+201
327
$611K 0.06%
11,207
+599
328
$611K 0.06%
2,589
-207
329
$606K 0.06%
14,013
+490
330
$597K 0.06%
6,710
+4,238
331
$589K 0.06%
21,452
+660
332
$585K 0.06%
3,544
+251
333
$585K 0.06%
14,859
+255
334
$582K 0.06%
7,203
+197
335
$580K 0.06%
1,906
+325
336
$580K 0.06%
13,829
+245
337
$578K 0.06%
13,228
+7,170
338
$578K 0.06%
3,495
+719
339
$577K 0.06%
33,593
+3,750
340
$575K 0.06%
+8,084
341
$574K 0.06%
12,020
+760
342
$572K 0.06%
7,418
+92
343
$569K 0.06%
12,372
-2,984
344
$568K 0.06%
8,010
+212
345
$568K 0.06%
837
+86
346
$567K 0.06%
10,049
+343
347
$565K 0.06%
4,806
+2,330
348
$565K 0.06%
+6,931
349
$564K 0.06%
9,080
+370
350
$562K 0.06%
3,693
+270
12 13
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