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
426
$232K 0.05%
+2,574
427
$232K 0.05%
+3,352
428
$230K 0.05%
+844
429
$228K 0.05%
834
-107
430
$228K 0.05%
13,921
+12
431
$228K 0.05%
+5,188
432
$227K 0.05%
+843
433
$226K 0.05%
9,412
-1,295
434
$225K 0.05%
5,664
-16
435
$223K 0.05%
+1,927
436
$221K 0.05%
+3,825
437
$220K 0.05%
+1,829
438
$218K 0.04%
+5,143
439
$218K 0.04%
+4,062
440
$217K 0.04%
19,901
-4,818
441
$217K 0.04%
4,791
-578
442
$216K 0.04%
+1,685
443
$214K 0.04%
28,818
444
$212K 0.04%
2,598
-5
445
$212K 0.04%
+1,423
446
$209K 0.04%
+9,987
447
$208K 0.04%
24,611
-7,268
448
$208K 0.04%
+3,773
449
$206K 0.04%
312
-14
450
$205K 0.04%
+856
16 17
18
19 20