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
1001
$13K 0.01%
+219
1002
$13K 0.01%
+159
1003
$13K 0.01%
+1,000
1004
$13K 0.01%
+304
1005
$13K 0.01%
+250
1006
$13K 0.01%
+200
1007
$12K 0.01%
+199
1008
$12K 0.01%
+124
1009
$12K 0.01%
+280
1010
$12K 0.01%
+136
1011
$12K 0.01%
+101
1012
$12K 0.01%
+62
1013
$12K 0.01%
+417
1014
$12K 0.01%
+494
1015
$12K 0.01%
+262
1016
$12K 0.01%
+1,039
1017
$12K 0.01%
+215
1018
$12K 0.01%
+365
1019
$12K 0.01%
+147
1020
$12K 0.01%
+80
1021
$12K 0.01%
+97
1022
$12K 0.01%
+408
1023
$12K 0.01%
+200
1024
$12K 0.01%
+127
1025
$12K 0.01%
+757