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
$421M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$1.52M
3
+$1.44M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Top Sells

1
+$1.76M
2
+$1.41M
3
+$1.4M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.01M

Sector Composition

1 Technology 16.57%
2 Healthcare 9.82%
3 Consumer Discretionary 8.77%
4 Financials 7.73%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$221K 0.05%
+7,940
402
$219K 0.05%
3,342
-68
403
$219K 0.05%
8,969
+25
404
$216K 0.05%
+420
405
$216K 0.05%
+5,286
406
$216K 0.05%
17,521
+874
407
$215K 0.05%
8,237
-4,673
408
$215K 0.05%
199
-11
409
$215K 0.05%
3,392
-500
410
$214K 0.05%
+3,669
411
$213K 0.05%
12,258
-276
412
$211K 0.05%
23,900
413
$211K 0.05%
2,396
-1,374
414
$211K 0.05%
+4,520
415
$208K 0.05%
+10,885
416
$207K 0.05%
+5,174
417
$205K 0.05%
+3,590
418
$205K 0.05%
+5,369
419
$205K 0.05%
+3,308
420
$204K 0.05%
+326
421
$204K 0.05%
9,485
-476
422
$204K 0.05%
3,674
-2,740
423
$203K 0.05%
2,566
-202
424
$203K 0.05%
+1,629
425
$202K 0.05%
+9,518
15 16
17
18 19