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
51
$3.88M 0.4%
33,158
+4,966
52
$3.81M 0.4%
64,413
+18,539
53
$3.8M 0.39%
35,863
-2,109
54
$3.79M 0.39%
64,229
+8,749
55
$3.77M 0.39%
18,057
+2,505
56
$3.72M 0.39%
17,363
+1,487
57
$3.72M 0.39%
42,618
+11,304
58
$3.71M 0.39%
31,646
+8,376
59
$3.66M 0.38%
14,407
+1,059
60
$3.65M 0.38%
35,329
+5,577
61
$3.58M 0.37%
59,390
+6,480
62
$3.52M 0.36%
14,570
+1,051
63
$3.48M 0.36%
15,373
+611
64
$3.45M 0.36%
168,640
+8,472
65
$3.42M 0.35%
43,465
+13,540
66
$3.41M 0.35%
33,255
+241
67
$3.38M 0.35%
24,197
-272
68
$3.27M 0.34%
5,762
+1,409
69
$3.23M 0.33%
20,046
+589
70
$3.22M 0.33%
106,385
+14,126
71
$3.18M 0.33%
47,840
+5,900
72
$3.15M 0.33%
100,150
-3,340
73
$3.13M 0.32%
6,825
-58
74
$3.12M 0.32%
10,196
-411
75
$3.09M 0.32%
12,425
+281
1 2
3
4 5