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
26
$3.35M 0.69%
12,496
+4,201
27
$3.29M 0.68%
18,167
-1,353
28
$3.29M 0.68%
62,697
-811
29
$3.19M 0.66%
20,121
+2,714
30
$2.98M 0.61%
11,765
-1,075
31
$2.97M 0.61%
23,267
-2,879
32
$2.96M 0.61%
25,467
+19,510
33
$2.87M 0.59%
23,032
+2,308
34
$2.85M 0.59%
18,711
+3,121
35
$2.83M 0.58%
32,320
+2,900
36
$2.74M 0.56%
27,350
-3,278
37
$2.69M 0.55%
30,720
+260
38
$2.63M 0.54%
26,642
-578
39
$2.58M 0.53%
132,254
40
$2.38M 0.49%
104,280
+13,296
41
$2.37M 0.49%
+39,315
42
$2.32M 0.48%
12,987
-1,888
43
$2.28M 0.47%
35,218
-2,031
44
$2.25M 0.46%
13,386
+143
45
$2.25M 0.46%
48,920
-3,505
46
$2.23M 0.46%
12,635
-489
47
$2.21M 0.46%
21,150
-4,200
48
$2.2M 0.45%
5,866
+1,721
49
$2.15M 0.44%
25,761
+12,061
50
$2.13M 0.44%
12,258
-85
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