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
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