MOS
MGO One Seven Portfolio holdings
AUM
$4.9B
1-Year Est. Return
20.95%
This Fund
S&P 500
1 Year Est. Return
+20.95%
AUM
$4.32B
AUM Growth
+$1.22B
(+40%)
Holding
1,377
Top Buys
| 1 | +$91.9M | |
| 2 | +$38.5M | |
| 3 | +$29.1M | |
| 4 |
Apple
AAPL
|
+$23.7M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$22.3M |
Top Sells
| 1 | +$7.84M | |
| 2 | +$6.78M | |
| 3 | +$5.37M | |
| 4 |
John Hancock Mortgage-Backed Securities ETF
JHMB
|
+$4.85M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.61M |
Sector Composition
| 1 | Technology | 17.42% |
| 2 | Financials | 7.32% |
| 3 | Industrials | 4.61% |
| 4 | Consumer Discretionary | 4.47% |
| 5 | Healthcare | 3.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Lucid Motors
LCID
$3.4B
| – | – |
-1,669
|
|
||
1377
Lantheus
LNTH
$4.96B
| – | – |
-3,347
|
|