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
$421M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$1.52M
3
+$1.44M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Top Sells

1
+$1.76M
2
+$1.41M
3
+$1.4M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.01M

Sector Composition

1 Technology 16.57%
2 Healthcare 9.82%
3 Consumer Discretionary 8.77%
4 Financials 7.73%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$273K 0.06%
4,904
-328
352
$271K 0.06%
3,389
-192
353
$271K 0.06%
3,624
-260
354
$270K 0.06%
2,418
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355
$268K 0.06%
9,386
-384
356
$266K 0.06%
3,210
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357
$264K 0.06%
5,984
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358
$264K 0.06%
+7,660
359
$263K 0.06%
4,548
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360
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1,264
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361
$262K 0.06%
734
-50
362
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+3,160
363
$257K 0.06%
5,584
+406
364
$257K 0.06%
+1,215
365
$255K 0.06%
4,120
-400
366
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369
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1,036
370
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1,237
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372
$246K 0.06%
9,110
373
$244K 0.06%
5,186
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374
$244K 0.06%
3,386
-3,348
375
$242K 0.06%
4,485
+173
13 14
15
16 17