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
$4.32B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$95.5M
2
+$38.9M
3
+$29.5M
4
AAPL icon
Apple
AAPL
+$26.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$23.4M

Top Sells

1
+$7.84M
2
+$6.79M
3
+$5.37M
4
JHMB icon
John Hancock Mortgage-Backed Securities ETF
JHMB
+$4.85M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.62M

Sector Composition

1 Technology 17.44%
2 Financials 7.28%
3 Industrials 4.61%
4 Consumer Discretionary 4.47%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LECO icon
76
Lincoln Electric
LECO
$13.3B
$11.8M 0.27%
50,039
+25,742
DIVO icon
77
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.62B
$11.8M 0.27%
264,638
+16,899
SPYM
78
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.2B
$11.7M 0.27%
149,852
+26,338
MPC icon
79
Marathon Petroleum
MPC
$56.9B
$11.4M 0.26%
59,075
+49,840
PLTR icon
80
Palantir
PLTR
$420B
$11M 0.25%
60,377
+3,581
USMV icon
81
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$10.9M 0.25%
114,261
+27,139
BAI
82
iShares A.I. Innovation and Tech Active ETF
BAI
$7.94B
$10.8M 0.25%
316,982
+288,502
PANW icon
83
Palo Alto Networks
PANW
$135B
$10.8M 0.25%
52,819
+2,758
VWO icon
84
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$10.7M 0.25%
198,335
+8,017
AXP icon
85
American Express
AXP
$254B
$10.6M 0.25%
32,033
+47
VOOV icon
86
Vanguard S&P 500 Value ETF
VOOV
$5.9B
$10.6M 0.25%
53,299
+6,687
VOYA icon
87
Voya Financial
VOYA
$6.73B
$10.6M 0.24%
141,606
+128
TJX icon
88
TJX Companies
TJX
$167B
$10.3M 0.24%
71,183
+19,196
ICSH icon
89
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
$10.3M 0.24%
202,618
+87,982
SPSM icon
90
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$10.3M 0.24%
221,962
+11,842
SCHF icon
91
Schwab International Equity ETF
SCHF
$53.7B
$10.2M 0.24%
439,729
+21,733
AVUV icon
92
Avantis US Small Cap Value ETF
AVUV
$19.8B
$10M 0.23%
100,656
+77,191
VYMI icon
93
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$9.95M 0.23%
117,548
+459
JEPQ icon
94
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$9.92M 0.23%
172,424
-385
ACWI icon
95
iShares MSCI ACWI ETF
ACWI
$24.4B
$9.91M 0.23%
71,708
+5,286
PGR icon
96
Progressive
PGR
$133B
$9.87M 0.23%
39,986
+17,626
YMAR icon
97
FT Vest International Equity Moderate Buffer ETF March
YMAR
$115M
$9.87M 0.23%
375,893
+5,828
GPIQ icon
98
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$2.24B
$9.71M 0.22%
185,166
+1,615
RITM icon
99
Rithm Capital
RITM
$6.33B
$9.71M 0.22%
852,774
-23,674
VZ icon
100
Verizon
VZ
$171B
$9.56M 0.22%
217,584
+146,367
2 3
4
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