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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.11M
3
+$3.23M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$2.82M
5
META icon
Meta Platforms (Facebook)
META
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.03%
2 Technology 11.91%
3 Healthcare 8.6%
4 Industrials 7.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$36K 0.02%
+1,077
702
$36K 0.02%
+339
703
$35K 0.02%
+193
704
$35K 0.02%
+1,399
705
$35K 0.02%
+459
706
$35K 0.02%
+1,337
707
$35K 0.02%
+335
708
$35K 0.02%
+1,201
709
$35K 0.02%
+1,475
710
$35K 0.02%
+1,084
711
$35K 0.02%
+424
712
$35K 0.02%
+497
713
$35K 0.02%
+1,947
714
$35K 0.02%
+389
715
$34K 0.02%
+670
716
$34K 0.02%
+529
717
$34K 0.02%
+1,760
718
$34K 0.02%
+4,616
719
$34K 0.02%
+1,800
720
$34K 0.02%
+907
721
$33K 0.02%
+164
722
$33K 0.02%
+4,235
723
$33K 0.02%
+751
724
$33K 0.02%
+95
725
$33K 0.02%
+1,604
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