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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.11M
3
+$3.23M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$2.82M
5
META icon
Meta Platforms (Facebook)
META
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.03%
2 Technology 11.91%
3 Healthcare 8.6%
4 Industrials 7.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$33K 0.02%
+1,245
727
$33K 0.02%
+1,297
728
$33K 0.02%
+853
729
$33K 0.02%
+495
730
$33K 0.02%
+494
731
$33K 0.02%
+1,098
732
$33K 0.02%
+1,316
733
$33K 0.02%
+1,403
734
$33K 0.02%
+260
735
$33K 0.02%
+1,301
736
$32K 0.01%
+786
737
$32K 0.01%
+701
738
$32K 0.01%
+389
739
$32K 0.01%
+537
740
$32K 0.01%
+255
741
$31K 0.01%
+1,638
742
$31K 0.01%
+630
743
$31K 0.01%
+400
744
$31K 0.01%
+2,084
745
$31K 0.01%
+1,886
746
$31K 0.01%
+1,046
747
$31K 0.01%
+1,000
748
$31K 0.01%
+205
749
$30K 0.01%
+1,015
750
$30K 0.01%
+629
28 29
30
31 32