MOS

MGO One Seven Portfolio holdings

AUM $4.9B
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.94%
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
1251
$6K ﹤0.01%
+720
1252
$6K ﹤0.01%
+294
1253
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+136
1254
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+77
1255
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+32
1256
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+405
1257
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+44
1258
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+68
1259
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+323
1260
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+174
1261
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+103
1262
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+154
1263
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+500
1264
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+150
1265
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+119
1266
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+41
1267
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+120
1268
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+1,058
1269
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+1,000
1270
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+113
1271
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+208
1272
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+178
1273
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+49
1274
$5K ﹤0.01%
+104
1275
$5K ﹤0.01%
+552