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
$216M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1 +$4.46M
2 +$4.11M
3 +$3.23M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$2.82M
5
META icon
Meta Platforms (Facebook)
META
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.03%
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
1301
$5K ﹤0.01%
+350
1302
$5K ﹤0.01%
+91
1303
$5K ﹤0.01%
+130
1304
$5K ﹤0.01%
+260
1305
$5K ﹤0.01%
+104
1306
$5K ﹤0.01%
+45
1307
$5K ﹤0.01%
+450
1308
$5K ﹤0.01%
+100
1309
$5K ﹤0.01%
+26
1310
$5K ﹤0.01%
+106
1311
$5K ﹤0.01%
+95
1312
$5K ﹤0.01%
+1,342
1313
$5K ﹤0.01%
+24
1314
$5K ﹤0.01%
+62
1315
$5K ﹤0.01%
+84
1316
$5K ﹤0.01%
+116
1317
$5K ﹤0.01%
+66
1318
$5K ﹤0.01%
+146
1319
$5K ﹤0.01%
+41
1320
$5K ﹤0.01%
+113
1321
$5K ﹤0.01%
+311
1322
$5K ﹤0.01%
+48
1323
$5K ﹤0.01%
+193
1324
$5K ﹤0.01%
+21
1325
$5K ﹤0.01%
+420