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
426
$393K 0.04%
+2,881
427
$389K 0.04%
6,250
428
$387K 0.04%
1,776
+27
429
$384K 0.04%
6,009
+673
430
$383K 0.04%
9,077
+1,338
431
$381K 0.04%
+2,166
432
$381K 0.04%
9,766
+194
433
$379K 0.04%
5,295
+476
434
$378K 0.04%
24,517
+2,793
435
$377K 0.04%
6,625
+716
436
$377K 0.04%
+1,255
437
$373K 0.04%
+2,446
438
$373K 0.04%
4,710
+31
439
$371K 0.04%
6,459
+300
440
$368K 0.04%
2,214
+271
441
$367K 0.04%
4,923
+1,406
442
$367K 0.04%
4,287
-775
443
$366K 0.04%
+2,692
444
$365K 0.04%
+6,914
445
$365K 0.04%
9,500
446
$363K 0.04%
929
+339
447
$359K 0.04%
5,142
-250
448
$359K 0.04%
+4,990
449
$357K 0.04%
9,217
-706
450
$353K 0.04%
+5,000
16 17
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