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
1101
$10K ﹤0.01%
+1,000
1102
$10K ﹤0.01%
+360
1103
$10K ﹤0.01%
+586
1104
$9K ﹤0.01%
+290
1105
$9K ﹤0.01%
+407
1106
$9K ﹤0.01%
+300
1107
$9K ﹤0.01%
+106
1108
$9K ﹤0.01%
+818
1109
$9K ﹤0.01%
+294
1110
$9K ﹤0.01%
+82
1111
$9K ﹤0.01%
+96
1112
$9K ﹤0.01%
+328
1113
$9K ﹤0.01%
+464
1114
$9K ﹤0.01%
+687
1115
$9K ﹤0.01%
+292
1116
$9K ﹤0.01%
+96
1117
$9K ﹤0.01%
+127
1118
$9K ﹤0.01%
+139
1119
$9K ﹤0.01%
+176
1120
$9K ﹤0.01%
+706
1121
$9K ﹤0.01%
+177
1122
$9K ﹤0.01%
+199
1123
$9K ﹤0.01%
+94
1124
$9K ﹤0.01%
+519
1125
$9K ﹤0.01%
+247