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
401
$259K 0.05%
3,238
-148
402
$258K 0.05%
948
+50
403
$257K 0.05%
+4,396
404
$256K 0.05%
5,530
+356
405
$254K 0.05%
1,575
-34
406
$253K 0.05%
15,702
-6,743
407
$251K 0.05%
5,566
+1,046
408
$250K 0.05%
5,141
+106
409
$250K 0.05%
1,570
-59
410
$248K 0.05%
+5,938
411
$244K 0.05%
3,579
-90
412
$244K 0.05%
+4,530
413
$244K 0.05%
+2,462
414
$244K 0.05%
3,383
-1,865
415
$242K 0.05%
7,160
-1,950
416
$242K 0.05%
+5,465
417
$242K 0.05%
3,344
+36
418
$240K 0.05%
2,887
-273
419
$240K 0.05%
+3,470
420
$240K 0.05%
+11,870
421
$236K 0.05%
18,697
-421
422
$236K 0.05%
+2,882
423
$236K 0.05%
+5,601
424
$234K 0.05%
15,403
-950
425
$233K 0.05%
1,161
-481
15 16
17
18 19