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
$233M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,014
New
Increased
Reduced
Closed

Top Buys

1 +$908K
2 +$803K
3 +$778K
4
DD icon
DuPont de Nemours
DD
+$730K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$709K

Top Sells

1 +$724K
2 +$630K
3 +$471K
4
MET icon
MetLife
MET
+$430K
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$381K

Sector Composition

1 Financials 12.93%
2 Technology 11.7%
3 Healthcare 8.68%
4 Consumer Discretionary 7.28%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$125K 0.05%
355
-117
402
$125K 0.05%
+3,345
403
$125K 0.05%
+3,506
404
$124K 0.05%
+2,658
405
$123K 0.05%
771
-300
406
$123K 0.05%
+3,939
407
$123K 0.05%
+10,467
408
$123K 0.05%
+3,225
409
$123K 0.05%
+5,000
410
$122K 0.05%
+1,323
411
$122K 0.05%
+1,878
412
$122K 0.05%
+2,898
413
$121K 0.05%
+3,368
414
$121K 0.05%
+3,193
415
$120K 0.05%
+8,400
416
$120K 0.05%
+1,193
417
$119K 0.05%
9,250
-833
418
$118K 0.05%
+5,633
419
$118K 0.05%
+2,111
420
$118K 0.05%
+1,932
421
$117K 0.05%
+4,458
422
$117K 0.05%
+9,833
423
$116K 0.05%
10,475
424
$116K 0.05%
+4,075
425
$115K 0.05%
+6,614