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
$725M
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.61M
3
+$1.82M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.79M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.52M

Top Sells

1
+$2.9M
2
+$2.81M
3
+$2.6M
4
DHR icon
Danaher
DHR
+$2.54M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.26M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.43%
3 Financials 8.48%
4 Consumer Discretionary 6.64%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$283K 0.04%
7,430
+931
477
$283K 0.04%
8,432
-5
478
$283K 0.04%
4,295
+146
479
$282K 0.04%
2,323
-194
480
$280K 0.04%
+3,872
481
$278K 0.04%
2,531
+308
482
$278K 0.04%
+2,773
483
$277K 0.04%
3,684
-1,106
484
$277K 0.04%
5,120
-3
485
$277K 0.04%
2,037
-52
486
$277K 0.04%
2,922
-6,070
487
$276K 0.04%
4,050
+1,101
488
$272K 0.04%
24,932
+807
489
$272K 0.04%
2,590
+349
490
$270K 0.04%
2,867
+30
491
$269K 0.04%
2,579
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492
$269K 0.04%
+9,000
493
$269K 0.04%
3,916
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494
$268K 0.04%
4,488
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495
$266K 0.04%
6,799
-7,329
496
$264K 0.04%
3,870
+790
497
$264K 0.04%
1,784
-3,272
498
$263K 0.04%
+6,124
499
$263K 0.04%
682
-32
500
$263K 0.04%
+19,617
18 19
20
21 22