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
$716M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.49M
3
+$3.27M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$3.13M

Top Sells

1
+$2.01M
2
+$1.95M
3
+$1.26M
4
KSU
Kansas City Southern
KSU
+$1.19M
5
SNPS icon
Synopsys
SNPS
+$949K

Sector Composition

1 Technology 15.79%
2 Healthcare 9.33%
3 Financials 8.96%
4 Consumer Discretionary 7.63%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.41%
12,235
+6,166
52
$2.9M 0.41%
12,098
+2,789
53
$2.89M 0.4%
117,254
54
$2.85M 0.4%
21,241
-14,518
55
$2.79M 0.39%
27,867
-1,434
56
$2.75M 0.38%
24,620
+4,908
57
$2.71M 0.38%
8,494
+1,439
58
$2.7M 0.38%
34,264
-59
59
$2.66M 0.37%
34,219
+6,919
60
$2.59M 0.36%
48,210
+1,280
61
$2.57M 0.36%
33,015
-57
62
$2.56M 0.36%
24,116
+701
63
$2.55M 0.36%
48,118
-335
64
$2.53M 0.35%
46,521
+9,641
65
$2.48M 0.35%
33,821
+5,837
66
$2.48M 0.35%
5,764
+372
67
$2.47M 0.35%
18,906
-6,294
68
$2.47M 0.35%
29,634
+904
69
$2.46M 0.34%
112,931
+11,509
70
$2.44M 0.34%
6,170
+2,862
71
$2.44M 0.34%
30,942
+2,764
72
$2.42M 0.34%
23,101
+5,837
73
$2.37M 0.33%
39,172
+32,272
74
$2.35M 0.33%
39,973
+16,578
75
$2.35M 0.33%
11,464
+323
1 2
3
4 5