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
376
$507K 0.05%
4,899
+180
377
$506K 0.05%
3,776
+135
378
$504K 0.05%
+18,940
379
$503K 0.05%
9,852
-738
380
$503K 0.05%
1,944
+1,036
381
$497K 0.05%
5,860
+449
382
$492K 0.05%
+4,543
383
$489K 0.05%
3,398
-591
384
$485K 0.05%
16,195
+62
385
$483K 0.05%
21,171
+882
386
$483K 0.05%
2,587
+104
387
$481K 0.05%
16,620
+460
388
$476K 0.05%
+4,903
389
$473K 0.05%
1,277
+50
390
$470K 0.05%
5,506
+2,513
391
$468K 0.05%
1,303
-1,634
392
$463K 0.05%
18,000
393
$461K 0.05%
11,563
+3,644
394
$459K 0.05%
1,443
+337
395
$459K 0.05%
11,061
-31
396
$459K 0.05%
973
+527
397
$451K 0.05%
23,208
+6,554
398
$447K 0.05%
3,332
+128
399
$447K 0.05%
5,726
+256
400
$440K 0.05%
1,612
+83
14 15
16
17 18