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
476
$125K 0.03%
10,475
477
$124K 0.03%
14,193
-8,307
478
$123K 0.03%
23,337
-8,330
479
$119K 0.02%
12,794
-1,234
480
$118K 0.02%
13,408
-298
481
$117K 0.02%
115,016
-5
482
$114K 0.02%
19,444
-6,814
483
$112K 0.02%
11,448
-107
484
$97K 0.02%
8,810
+576
485
$83K 0.02%
10,187
-1,494
486
$83K 0.02%
13,725
487
$76K 0.02%
12,961
-3,141
488
$61K 0.01%
11,769
-1,984
489
$58K 0.01%
10,000
490
$57K 0.01%
+11,040
491
$43K 0.01%
4
492
$33K 0.01%
14,048
-1,715
493
$16K ﹤0.01%
10,000
494
$5K ﹤0.01%
152
495
– –
-5,749
496
– –
-3,026
497
– –
-2,396
498
– –
-4,814
499
– –
-2,413
500
– –
-1,842
18 19
20
21 22