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
551
$252K 0.03%
+3,589
552
$252K 0.03%
1,381
+61
553
$251K 0.03%
16,755
+3
554
$249K 0.03%
3,414
+183
555
$249K 0.03%
2,304
+96
556
$248K 0.03%
4,693
-6
557
$248K 0.03%
4,337
+19
558
$245K 0.03%
+808
559
$243K 0.03%
3,916
-69
560
$243K 0.03%
12,912
-2,046
561
$242K 0.03%
+3,777
562
$241K 0.03%
+2,821
563
$240K 0.02%
13,357
+1,524
564
$240K 0.02%
+9,261
565
$239K 0.02%
+367
566
$239K 0.02%
11,694
+1,182
567
$238K 0.02%
15,251
568
$237K 0.02%
+9,935
569
$236K 0.02%
7,181
+550
570
$235K 0.02%
19,315
+304
571
$234K 0.02%
1,016
+30
572
$233K 0.02%
7,059
-122
573
$233K 0.02%
3,627
-39
574
$232K 0.02%
+12,951
575
$231K 0.02%
+10,513
21 22
23
24 25