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

Top Sells

1
+$1.69M
2
+$1.64M
3
+$853K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$843K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$815K

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
351
$219K 0.07%
4,678
+200
352
$218K 0.07%
+1,647
353
$217K 0.07%
15,200
+172
354
$217K 0.07%
6,893
-1,700
355
$216K 0.07%
2,612
356
$216K 0.07%
804
-3
357
$215K 0.07%
+5,133
358
$214K 0.07%
2,214
-422
359
$213K 0.07%
+3,346
360
$212K 0.07%
+5,142
361
$211K 0.07%
187
-7
362
$209K 0.07%
6,925
-879
363
$207K 0.07%
+6,756
364
$207K 0.07%
775
+46
365
$207K 0.07%
1,586
+86
366
$205K 0.07%
8,481
-15,090
367
$203K 0.07%
+3,755
368
$203K 0.07%
6,786
369
$201K 0.06%
1,425
-190
370
$201K 0.06%
+3,915
371
$201K 0.06%
4,072
372
$200K 0.06%
+5,447
373
$197K 0.06%
14,296
+398
374
$181K 0.06%
12,998
+1,936
375
$169K 0.05%
12,181
-248
13 14
15
16 17