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
601
$215K 0.02%
13,772
-493
602
$213K 0.02%
+1,959
603
$212K 0.02%
+5,089
604
$211K 0.02%
+1,401
605
$211K 0.02%
+821
606
$209K 0.02%
12,073
-885
607
$209K 0.02%
5,400
608
$209K 0.02%
+3,789
609
$209K 0.02%
+2,696
610
$208K 0.02%
+3,556
611
$208K 0.02%
+850
612
$207K 0.02%
+3,086
613
$207K 0.02%
22,621
614
$206K 0.02%
556
-31
615
$206K 0.02%
+4,290
616
$205K 0.02%
+312
617
$204K 0.02%
892
+14
618
$204K 0.02%
+3,354
619
$204K 0.02%
+2,189
620
$203K 0.02%
2,331
+315
621
$203K 0.02%
+3,053
622
$201K 0.02%
4,603
-634
623
$200K 0.02%
+2,790
624
$198K 0.02%
19,646
+1,505
625
$196K 0.02%
12,155
-403
23 24
25
26 27