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
451
$203K 0.04%
2,448
-1,278
452
$203K 0.04%
2,701
+135
453
$203K 0.04%
4,707
-1,726
454
$202K 0.04%
3,448
-721
455
$201K 0.04%
+1,514
456
$201K 0.04%
+3,961
457
$201K 0.04%
+4,309
458
$201K 0.04%
+1,341
459
$200K 0.04%
2,208
-1,002
460
$194K 0.04%
12,880
+27
461
$187K 0.04%
800
462
$185K 0.04%
12,277
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463
$183K 0.04%
11,034
464
$183K 0.04%
13,181
-4,340
465
$179K 0.04%
26,020
-4,727
466
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467
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14,859
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$163K 0.03%
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471
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11,609
-1,004
472
$145K 0.03%
10,592
-692
473
$144K 0.03%
+3,060
474
$141K 0.03%
15,520
-3,800
475
$136K 0.03%
22,316
-8,934
17 18
19
20 21