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
$964M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.8M
3
+$7.76M
4
HD icon
Home Depot
HD
+$6.09M
5
JPM icon
JPMorgan Chase
JPM
+$5.03M

Top Sells

1
+$2.21M
2
+$1.3M
3
+$994K
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$987K
5
KSU
Kansas City Southern
KSU
+$906K

Sector Composition

1 Technology 18.37%
2 Financials 9.17%
3 Healthcare 9.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$294K 0.03%
+13,929
502
$293K 0.03%
6,188
-71
503
$293K 0.03%
+7,689
504
$292K 0.03%
4,537
+18
505
$292K 0.03%
10,139
+353
506
$292K 0.03%
+3,891
507
$291K 0.03%
1,633
+99
508
$289K 0.03%
4,485
509
$288K 0.03%
3,487
+190
510
$288K 0.03%
14,716
-50
511
$288K 0.03%
2,492
-333
512
$288K 0.03%
4,960
513
$287K 0.03%
4,725
514
$286K 0.03%
3,084
+96
515
$285K 0.03%
5,831
-600
516
$283K 0.03%
+9,700
517
$283K 0.03%
+9,066
518
$283K 0.03%
+4,257
519
$282K 0.03%
+8,656
520
$280K 0.03%
+3,229
521
$279K 0.03%
2,527
-463
522
$278K 0.03%
2,274
+109
523
$278K 0.03%
10,309
-36,585
524
$277K 0.03%
6,285
-2,051
525
$277K 0.03%
5,493
+67
19 20
21
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