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
376
$289K 0.06%
+6,887
377
$284K 0.06%
2,390
378
$283K 0.06%
5,347
-953
379
$282K 0.06%
727
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380
$281K 0.06%
+2,575
381
$281K 0.06%
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-31
382
$280K 0.06%
3,206
383
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+2,145
384
$278K 0.06%
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385
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387
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4,287
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391
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393
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4,343
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2,262
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$263K 0.05%
3,274
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$262K 0.05%
1,152
-63
399
$261K 0.05%
+17,097
400
$260K 0.05%
9,237
-248
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16
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