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MOS
MGO One Seven Portfolio holdings
AUM
$4.98B
1-Year Est. Return
22.72%
This Fund
S&P 500
This Quarter
Est. Return
+5.55%
1 Year Est. Return
+22.72%
3 Year Est. Return
+73.8%
5 Year Est. Return
+90.34%
10 Year Est. Return
–
AUM
$216M
AUM Growth
–
Cap. Flow
+$211M
Cap. Flow
% of AUM
97.59%
Top 10 Holdings %
Top 10 Hldgs %
13.48%
Holding
1,854
New
1,850
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Chase
JPM
|
+$4.22M |
| 2 |
Microsoft
MSFT
|
+$3.94M |
| 3 |
Apple
AAPL
|
+$3.19M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$2.78M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.73M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.03% |
| 2 | Technology | 11.9% |
| 3 | Healthcare | 8.58% |
| 4 | Industrials | 7.93% |
| 5 | Consumer Discretionary | 7.43% |
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MGO One Seven's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for MGO One Seven, which disclosed 1,854 positions worth $216M. Its ten largest holdings account for 13% of the portfolio.
Its largest position is JPMorgan Chase: 41,718 shares worth $4.46M.
By sector, the portfolio is most concentrated in Financials at 12% of assets, followed by Technology and Healthcare.
- MGO One Seven's largest Q4 2017 buy was JPMorgan Chase: 41,718 shares worth $4.46M.
- MGO One Seven's ten largest holdings make up 13% of its $216M portfolio in Q4 2017.
- MGO One Seven disclosed 1,854 positions in Q4 2017, its first 13F filing on record.
Based on MGO One Seven's 13F filing for Q4 2017, filed 16 Feb 2018.