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
1201
$7K ﹤0.01%
+116
1202
$7K ﹤0.01%
+104
1203
$7K ﹤0.01%
+59
1204
$7K ﹤0.01%
+396
1205
$7K ﹤0.01%
+39
1206
$7K ﹤0.01%
+50
1207
$7K ﹤0.01%
+441
1208
$7K ﹤0.01%
+500
1209
$7K ﹤0.01%
+197
1210
$7K ﹤0.01%
+123
1211
$7K ﹤0.01%
+61
1212
$7K ﹤0.01%
+161
1213
$7K ﹤0.01%
+89
1214
$7K ﹤0.01%
+573
1215
$7K ﹤0.01%
+88
1216
$7K ﹤0.01%
+135
1217
$6K ﹤0.01%
+74
1218
$6K ﹤0.01%
+68
1219
$6K ﹤0.01%
+147
1220
$6K ﹤0.01%
+405
1221
$6K ﹤0.01%
+44
1222
$6K ﹤0.01%
+49
1223
$6K ﹤0.01%
+68
1224
$6K ﹤0.01%
+323
1225
$6K ﹤0.01%
+87