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
$233M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,014
New
Increased
Reduced
Closed

Top Buys

1 +$908K
2 +$803K
3 +$778K
4
DD icon
DuPont de Nemours
DD
+$730K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$709K

Top Sells

1 +$724K
2 +$630K
3 +$471K
4
MET icon
MetLife
MET
+$430K
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$381K

Sector Composition

1 Financials 12.95%
2 Technology 11.7%
3 Healthcare 8.68%
4 Consumer Discretionary 7.28%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$8K ﹤0.01%
+84
1227
$8K ﹤0.01%
+142
1228
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+483
1229
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+208
1230
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+625
1231
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+272
1232
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+253
1233
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+758
1234
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+81
1235
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+43
1236
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+106
1237
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+225
1238
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+121
1239
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+125
1240
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+157
1241
$7K ﹤0.01%
+400
1242
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+226
1243
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+131
1244
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+200
1245
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+502
1246
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+200
1247
$7K ﹤0.01%
+302
1248
$7K ﹤0.01%
+25
1249
$7K ﹤0.01%
+86
1250
$7K ﹤0.01%
+94