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
1051
$11K 0.01%
+267
1052
$11K 0.01%
+126
1053
$11K 0.01%
+753
1054
$11K 0.01%
+206
1055
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+226
1056
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+138
1057
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+52
1058
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+206
1059
$11K 0.01%
+1,074
1060
$11K 0.01%
+582
1061
$11K 0.01%
+1,150
1062
$11K 0.01%
+210
1063
$11K 0.01%
+95
1064
$11K 0.01%
+485
1065
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+112
1066
$11K 0.01%
+72
1067
$11K 0.01%
+265
1068
$11K 0.01%
+635
1069
$11K 0.01%
+544
1070
$11K 0.01%
+126
1071
$11K 0.01%
+579
1072
$10K ﹤0.01%
+200
1073
$10K ﹤0.01%
+88
1074
$10K ﹤0.01%
+113
1075
$10K ﹤0.01%
+234