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 12.93%
2 Technology 11.7%
3 Healthcare 8.68%
4 Consumer Discretionary 7.28%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$6K ﹤0.01%
+150
1327
$6K ﹤0.01%
+10
1328
$6K ﹤0.01%
+2,077
1329
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+297
1330
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+413
1331
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+104
1332
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+700
1333
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+258
1334
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+59
1335
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+174
1336
$6K ﹤0.01%
+230
1337
$6K ﹤0.01%
+1,040
1338
$6K ﹤0.01%
+870
1339
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+75
1340
$6K ﹤0.01%
+580
1341
$5K ﹤0.01%
+988
1342
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+844
1343
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+810
1344
$5K ﹤0.01%
+220
1345
$5K ﹤0.01%
+435
1346
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+62
1347
$5K ﹤0.01%
+235
1348
$5K ﹤0.01%
+43
1349
$5K ﹤0.01%
+54
1350
$5K ﹤0.01%
+65