MOS

MGO One Seven Portfolio holdings

AUM $4.9B
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.94%
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
+$4.89M
2
+$2.62M
3
+$2.05M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.91M
5
NVDA icon
NVIDIA
NVDA
+$1.8M

Top Sells

1
+$3.12M
2
+$2.84M
3
+$2.6M
4
CI icon
Cigna
CI
+$2.54M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.35M

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%
8,432
-5
477
$283K 0.04%
4,295
+146
478
$283K 0.04%
7,430
+931
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%
5,120
-3
484
$277K 0.04%
2,037
-52
485
$277K 0.04%
2,922
-6,070
486
$277K 0.04%
3,684
-1,106
487
$276K 0.04%
4,050
+1,101
488
$272K 0.04%
2,590
+349
489
$272K 0.04%
24,932
+807
490
$270K 0.04%
2,867
+30
491
$269K 0.04%
2,579
-13,423
492
$269K 0.04%
+9,000
493
$269K 0.04%
3,916
-610
494
$268K 0.04%
4,488
-459
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