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
$485M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.27M
3
+$2.02M
4
MKL icon
Markel Group
MKL
+$1.41M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.24M

Top Sells

1
+$2.65M
2
+$2.37M
3
+$1.38M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.31M
5
AAPL icon
Apple
AAPL
+$744K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.3%
3 Financials 8.54%
4 Consumer Discretionary 8.5%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.24%
30,757
+3,974
102
$1.18M 0.24%
28,715
-4,696
103
$1.16M 0.24%
13,274
+439
104
$1.16M 0.24%
12,044
+345
105
$1.15M 0.24%
19,189
+4,641
106
$1.14M 0.24%
2,456
-146
107
$1.11M 0.23%
+22,087
108
$1.11M 0.23%
47,923
-1,245
109
$1.11M 0.23%
23,735
+162
110
$1.1M 0.23%
9,728
-1,122
111
$1.1M 0.23%
12,173
+6,134
112
$1.1M 0.23%
7,755
+608
113
$1.08M 0.22%
7,085
-743
114
$1.07M 0.22%
12,706
-1,739
115
$1.07M 0.22%
9,156
-483
116
$1.07M 0.22%
5,493
+349
117
$1.07M 0.22%
24,923
-2,366
118
$1.06M 0.22%
2,981
-31
119
$1.05M 0.22%
16,271
-2,912
120
$1.04M 0.21%
2,707
-504
121
$1.03M 0.21%
2,067
+174
122
$1.03M 0.21%
23,793
-68
123
$1.03M 0.21%
19,030
+2,330
124
$1.02M 0.21%
2,257
-31
125
$1M 0.21%
8,432
-64
3 4
5
6 7