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
401
$437K 0.05%
182
+74
402
$434K 0.05%
42,444
+373
403
$431K 0.04%
17,750
-200
404
$429K 0.04%
+2,361
405
$423K 0.04%
33,791
-3,518
406
$423K 0.04%
1,422
+116
407
$422K 0.04%
26,403
+510
408
$421K 0.04%
15,621
+2,004
409
$421K 0.04%
4,361
+1,145
410
$416K 0.04%
14,432
+1,466
411
$416K 0.04%
4,946
-683
412
$415K 0.04%
4,939
+275
413
$415K 0.04%
9,674
+938
414
$414K 0.04%
3,795
+1,264
415
$413K 0.04%
9,730
+2,423
416
$412K 0.04%
2,560
-1
417
$412K 0.04%
7,372
+542
418
$406K 0.04%
8,448
+864
419
$404K 0.04%
+2,208
420
$401K 0.04%
3,971
+774
421
$399K 0.04%
1,766
422
$397K 0.04%
4,941
+388
423
$396K 0.04%
2,446
-323
424
$394K 0.04%
+3,453
425
$394K 0.04%
1,053
+164
15 16
17
18 19