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
351
$560K 0.06%
1,080
+18
352
$559K 0.06%
4,287
-50
353
$558K 0.06%
14,207
+586
354
$553K 0.06%
9,040
355
$551K 0.06%
5,677
-420
356
$548K 0.06%
15,872
-116
357
$547K 0.06%
13,026
358
$545K 0.06%
3,923
+1,968
359
$542K 0.06%
2,410
+1,020
360
$541K 0.06%
25,735
+236
361
$539K 0.06%
11,445
+5,925
362
$539K 0.06%
10,328
-144
363
$538K 0.06%
11,298
+480
364
$538K 0.06%
6,342
+214
365
$535K 0.06%
632
+23
366
$534K 0.06%
8,718
+325
367
$532K 0.06%
3,913
+693
368
$531K 0.06%
3,076
-374
369
$530K 0.06%
2,367
-149
370
$529K 0.05%
32,962
-86
371
$528K 0.05%
9,568
+532
372
$527K 0.05%
7,372
373
$524K 0.05%
4,677
+120
374
$522K 0.05%
22,584
+2,203
375
$521K 0.05%
1,956
+738
13 14
15
16 17