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 Buys

1
+$3.7M
2
+$1.1M
3
+$834K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$743K
5
VUG icon
Vanguard Growth ETF
VUG
+$675K

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
1251
$6K ﹤0.01%
32
1252
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1253
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+8
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1261
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777
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127
+75
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114
+10
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1270
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+4
1271
$6K ﹤0.01%
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1272
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1273
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201
1274
$6K ﹤0.01%
500
1275
$6K ﹤0.01%
119
49 50
51
52 53