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
$964M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.8M
3
+$7.76M
4
HD icon
Home Depot
HD
+$6.09M
5
JPM icon
JPMorgan Chase
JPM
+$5.03M

Top Sells

1
+$2.21M
2
+$1.3M
3
+$994K
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$987K
5
KSU
Kansas City Southern
KSU
+$906K

Sector Composition

1 Technology 18.37%
2 Financials 9.17%
3 Healthcare 9.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.31M 0.24%
28,011
+3,496
102
$2.3M 0.24%
45,539
-43,776
103
$2.27M 0.24%
23,148
+928
104
$2.27M 0.24%
21,628
+7,519
105
$2.24M 0.23%
5,857
+759
106
$2.24M 0.23%
17,315
+10,124
107
$2.21M 0.23%
6,286
+1,169
108
$2.2M 0.23%
45,579
+26,796
109
$2.18M 0.23%
15,015
+1,636
110
$2.16M 0.22%
41,650
+7,343
111
$2.16M 0.22%
16,641
+3,360
112
$2.15M 0.22%
12,465
+4,033
113
$2.14M 0.22%
18,697
+3,929
114
$2.12M 0.22%
5,902
+1,019
115
$2.06M 0.21%
22,895
+1,211
116
$2.05M 0.21%
1,664
+153
117
$2.03M 0.21%
54,507
+1,582
118
$2.02M 0.21%
40,480
-2,500
119
$2.01M 0.21%
24,251
-684
120
$1.99M 0.21%
20,984
+3,712
121
$1.99M 0.21%
12,656
+7,053
122
$1.98M 0.21%
17,262
+361
123
$1.95M 0.2%
13,638
+5,783
124
$1.94M 0.2%
10,298
+4,105
125
$1.93M 0.2%
10,256
+3,193
3 4
5
6 7