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 12.04%
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
1301
$5K ﹤0.01%
+146
1302
$5K ﹤0.01%
+113
1303
$5K ﹤0.01%
+48
1304
$5K ﹤0.01%
+193
1305
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+21
1306
$5K ﹤0.01%
+350
1307
$5K ﹤0.01%
+552
1308
$5K ﹤0.01%
+108
1309
$5K ﹤0.01%
+294
1310
$5K ﹤0.01%
+271
1311
$5K ﹤0.01%
+2,166
1312
$5K ﹤0.01%
+148
1313
$5K ﹤0.01%
+134
1314
$5K ﹤0.01%
+180
1315
$5K ﹤0.01%
+64
1316
$5K ﹤0.01%
+350
1317
$5K ﹤0.01%
+311
1318
$5K ﹤0.01%
+474
1319
$5K ﹤0.01%
+500
1320
$5K ﹤0.01%
+6
1321
$5K ﹤0.01%
+93
1322
$5K ﹤0.01%
+810
1323
$5K ﹤0.01%
+93
1324
$5K ﹤0.01%
+165
1325
$5K ﹤0.01%
+24