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
$485M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.27M
3
+$2.02M
4
MKL icon
Markel Group
MKL
+$1.41M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.24M

Top Sells

1
+$2.65M
2
+$2.37M
3
+$1.38M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.31M
5
AAPL icon
Apple
AAPL
+$744K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.3%
3 Financials 8.54%
4 Consumer Discretionary 8.5%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.32%
8,622
-829
77
$1.51M 0.31%
10,963
-381
78
$1.48M 0.31%
74,739
+62,481
79
$1.48M 0.3%
17,825
-1,416
80
$1.47M 0.3%
13,705
-113
81
$1.46M 0.3%
4,155
-420
82
$1.44M 0.3%
12,892
+8
83
$1.43M 0.29%
10,273
-635
84
$1.41M 0.29%
6,333
-201
85
$1.41M 0.29%
+1,364
86
$1.41M 0.29%
6,512
-58
87
$1.39M 0.29%
6,472
-464
88
$1.36M 0.28%
12,350
-795
89
$1.34M 0.28%
7,927
-645
90
$1.33M 0.27%
8,532
-74
91
$1.31M 0.27%
12,273
+574
92
$1.3M 0.27%
29,810
+8,910
93
$1.3M 0.27%
22,191
-23,441
94
$1.28M 0.26%
14,721
+2,793
95
$1.23M 0.25%
15,562
+1,118
96
$1.23M 0.25%
8,000
-195
97
$1.22M 0.25%
19,705
-1,094
98
$1.2M 0.25%
14,646
-519
99
$1.19M 0.25%
5,594
-41
100
$1.19M 0.24%
23,439
-1,332
2 3
4
5 6