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
$217M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,943
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$1.07M
3 +$991K
4
MSFT icon
Microsoft
MSFT
+$726K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$474K

Sector Composition

1 Financials 12.6%
2 Technology 12.08%
3 Healthcare 8.54%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$7K ﹤0.01%
160
1227
$7K ﹤0.01%
121
1228
$7K ﹤0.01%
212
1229
$7K ﹤0.01%
99
1230
$7K ﹤0.01%
59
1231
$7K ﹤0.01%
441
1232
$7K ﹤0.01%
182
1233
$7K ﹤0.01%
289
1234
$7K ﹤0.01%
500
1235
$7K ﹤0.01%
647
-2
1236
$7K ﹤0.01%
197
1237
$7K ﹤0.01%
61
1238
$7K ﹤0.01%
89
1239
$7K ﹤0.01%
135
1240
$6K ﹤0.01%
377
1241
$6K ﹤0.01%
194
+40
1242
$6K ﹤0.01%
126
1243
$6K ﹤0.01%
343
-130
1244
$6K ﹤0.01%
225
1245
$6K ﹤0.01%
68
1246
$6K ﹤0.01%
76
1247
$6K ﹤0.01%
146
1248
$6K ﹤0.01%
113
1249
$6K ﹤0.01%
770
+457
1250
$6K ﹤0.01%
48