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
$485M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.27M
3
+$2.02M
4
MKL icon
Markel Group
MKL
+$1.41M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.24M

Top Sells

1
+$2.65M
2
+$2.37M
3
+$1.38M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.31M
5
AAPL icon
Apple
AAPL
+$744K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.3%
3 Financials 8.54%
4 Consumer Discretionary 8.5%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.43%
46,402
-5,801
52
$2.05M 0.42%
21,100
+1,615
53
$2.05M 0.42%
9,642
-39
54
$2.01M 0.41%
27,512
-3,866
55
$1.96M 0.4%
10,056
+2,669
56
$1.95M 0.4%
22,885
+3,305
57
$1.89M 0.39%
24,499
-4,113
58
$1.89M 0.39%
51,272
-477
59
$1.89M 0.39%
26,364
+447
60
$1.88M 0.39%
27,565
-69
61
$1.88M 0.39%
27,408
+3,683
62
$1.8M 0.37%
36,099
-1,997
63
$1.76M 0.36%
6,142
-417
64
$1.74M 0.36%
22,308
-447
65
$1.74M 0.36%
7,972
+408
66
$1.71M 0.35%
8,368
-215
67
$1.69M 0.35%
10,733
-303
68
$1.69M 0.35%
77,762
-13,447
69
$1.68M 0.35%
4,741
+901
70
$1.67M 0.34%
51,790
+6,760
71
$1.65M 0.34%
10,272
+8
72
$1.59M 0.33%
31,694
-1,249
73
$1.58M 0.33%
9,017
+11
74
$1.56M 0.32%
5,880
-126
75
$1.55M 0.32%
18,713
+520
1 2
3
4 5