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
$2.58M
AUM Growth
-$723M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$156K
3
+$93.9K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$88.6K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$75.6K

Top Sells

1
+$895K
2
+$750K
3
+$497K
4
SONY icon
Sony
SONY
+$459K
5
TEAM icon
Atlassian
TEAM
+$451K

Sector Composition

1 Financials 20.87%
2 Technology 5.84%
3 Healthcare 5.36%
4 Consumer Discretionary 4.92%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.04K 0.35%
31,035
+8,472
52
$8.54K 0.33%
7,115
-1,202
53
$7.63K 0.3%
26,693
+5,424
54
$7.53K 0.29%
183,473
+15,492
55
$7.2K 0.28%
26,149
+286
56
$6.77K 0.26%
16,244
-759
57
$6.76K 0.26%
18,018
+656
58
$6.73K 0.26%
24,599
+2,459
59
$6.58K 0.26%
6,778
+1,443
60
$6.44K 0.25%
20,680
+299
61
$6.37K 0.25%
66,320
+3,569
62
$6.31K 0.24%
50,222
+325
63
$6.25K 0.24%
152,396
-1,664
64
$6.24K 0.24%
22,248
+6,404
65
$6.21K 0.24%
54,590
+6,370
66
$6.14K 0.24%
83,898
+18,172
67
$5.95K 0.23%
39,765
+3,265
68
$5.9K 0.23%
52,054
+13,576
69
$5.67K 0.22%
2,064
+904
70
$5.56K 0.22%
108,539
+4,419
71
$5.49K 0.21%
12,309
+2,136
72
$5.46K 0.21%
118,847
+23,533
73
$5.38K 0.21%
3,706
+180
74
$5.22K 0.2%
+6,408
75
$4.92K 0.19%
1,240
+355
1 2
3
4 5