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
351
$316K 0.07%
2,228
-190
352
$316K 0.07%
6,718
+788
353
$316K 0.07%
5,340
+54
354
$314K 0.06%
4,491
+6
355
$314K 0.06%
5,082
-223
356
$314K 0.06%
1,321
-445
357
$312K 0.06%
+7,713
358
$310K 0.06%
4,619
-2,381
359
$309K 0.06%
+8,622
360
$305K 0.06%
20,717
-7,362
361
$305K 0.06%
3,421
-116
362
$305K 0.06%
3,277
-112
363
$303K 0.06%
3,812
-308
364
$302K 0.06%
4,138
+548
365
$302K 0.06%
22,900
-1,000
366
$302K 0.06%
1,231
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367
$301K 0.06%
18,704
-5,204
368
$299K 0.06%
+24,678
369
$296K 0.06%
3,354
-158
370
$295K 0.06%
17,586
371
$295K 0.06%
+5,983
372
$295K 0.06%
+4,015
373
$293K 0.06%
718
-16
374
$292K 0.06%
15,822
-14,329
375
$291K 0.06%
4,262
+588
13 14
15
16 17