MOS

MGO One Seven Portfolio holdings

AUM $4.9B
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.94%
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 +$4.22M
2 +$3.94M
3 +$3.19M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$2.78M
5
META icon
Meta Platforms (Facebook)
META
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.04%
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%
+441
1202
$7K ﹤0.01%
+182
1203
$7K ﹤0.01%
+110
1204
$7K ﹤0.01%
+500
1205
$7K ﹤0.01%
+123
1206
$7K ﹤0.01%
+61
1207
$7K ﹤0.01%
+161
1208
$7K ﹤0.01%
+89
1209
$7K ﹤0.01%
+573
1210
$7K ﹤0.01%
+88
1211
$7K ﹤0.01%
+135
1212
$7K ﹤0.01%
+857
1213
$7K ﹤0.01%
+205
1214
$7K ﹤0.01%
+177
1215
$7K ﹤0.01%
+201
1216
$7K ﹤0.01%
+377
1217
$6K ﹤0.01%
+143
1218
$6K ﹤0.01%
+141
1219
$6K ﹤0.01%
+76
1220
$6K ﹤0.01%
+86
1221
$6K ﹤0.01%
+33
1222
$6K ﹤0.01%
+40
1223
$6K ﹤0.01%
+156
1224
$6K ﹤0.01%
+606
1225
$6K ﹤0.01%
+267