MOS

MGO One Seven Portfolio holdings

AUM $4.9B
1-Year Est. Return 20.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.95%
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
1226
$6K ﹤0.01%
+294
1227
$6K ﹤0.01%
+136
1228
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+49
1229
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+521
1230
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+48
1231
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+141
1232
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+76
1233
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+74
1234
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+68
1235
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+148
1236
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+118
1237
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+76
1238
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+777
1239
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+89
1240
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+267
1241
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+86
1242
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+126
1243
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+147
1244
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+131
1245
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+85
1246
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+68
1247
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+121
1248
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+222
1249
$6K ﹤0.01%
+86
1250
$6K ﹤0.01%
+153