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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.86M
3
+$4.7M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$4.49M
5
JPM icon
JPMorgan Chase
JPM
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.55%
2 Technology 12.2%
3 Healthcare 8.42%
4 Communication Services 7.55%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$56K 0.03%
+10,731
352
$56K 0.03%
+11,893
353
$46K 0.02%
+34,500
354
$44K 0.02%
+16,140
355
$37K 0.02%
+152
356
$4K ﹤0.01%
+15
357
$4K ﹤0.01%
+200
11 12 13 14
15