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
526
$277K 0.03%
+7,350
527
$275K 0.03%
1,456
+298
528
$275K 0.03%
8,300
-1,100
529
$275K 0.03%
+910
530
$274K 0.03%
+13,500
531
$272K 0.03%
+5,758
532
$272K 0.03%
5,792
+749
533
$270K 0.03%
2,341
-5,581
534
$269K 0.03%
5,046
+57
535
$269K 0.03%
5,922
+454
536
$268K 0.03%
7,000
537
$266K 0.03%
+1,300
538
$266K 0.03%
502
-6
539
$264K 0.03%
8,254
+1,002
540
$264K 0.03%
2,150
-243
541
$264K 0.03%
1,153
+155
542
$263K 0.03%
+974
543
$260K 0.03%
1,431
544
$258K 0.03%
+3,289
545
$258K 0.03%
3,639
-258
546
$257K 0.03%
26,263
-147
547
$256K 0.03%
+1,467
548
$256K 0.03%
5,744
-324
549
$253K 0.03%
3,080
-92
550
$253K 0.03%
5,375
20 21
22
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