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
$421M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$1.52M
3
+$1.44M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Top Sells

1
+$1.76M
2
+$1.41M
3
+$1.4M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.01M

Sector Composition

1 Technology 16.57%
2 Healthcare 9.82%
3 Consumer Discretionary 8.77%
4 Financials 7.73%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.45%
20,724
+10,992
52
$1.87M 0.44%
19,485
+510
53
$1.84M 0.44%
12,343
-607
54
$1.83M 0.44%
15,590
+1,109
55
$1.82M 0.43%
9,681
+496
56
$1.8M 0.43%
51,749
-7,117
57
$1.8M 0.43%
22,755
-1,387
58
$1.78M 0.42%
8,295
+2,528
59
$1.7M 0.4%
10,264
-30
60
$1.69M 0.4%
11,036
-848
61
$1.67M 0.4%
90,984
+14,312
62
$1.67M 0.4%
6,006
-284
63
$1.64M 0.39%
6,534
+1,097
64
$1.61M 0.38%
27,634
-1,987
65
$1.55M 0.37%
8,583
-1,579
66
$1.52M 0.36%
10,908
+137
67
$1.49M 0.35%
25,917
-454
68
$1.47M 0.35%
19,580
-1,616
69
$1.47M 0.35%
3,840
+2,696
70
$1.45M 0.35%
6,559
71
$1.44M 0.34%
19,241
-665
72
$1.43M 0.34%
4,575
+107
73
$1.42M 0.34%
32,943
-247
74
$1.41M 0.33%
9,006
+416
75
$1.39M 0.33%
4,145
-771
1 2
3
4 5