MOS
MGO One Seven Portfolio holdings
AUM
$3.1B
1-Year Return
19.06%
This Quarter Return
+5.55%
1 Year Return
+19.06%
3 Year Return
+73.35%
5 Year Return
+137.41%
10 Year Return
–
AUM
$216M
AUM Growth
–
Cap. Flow
+$216M
Cap. Flow
% of AUM
99.86%
Top 10 Holdings %
Top 10 Hldgs %
13.49%
Holding
1,821
New
1,815
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$4.46M |
| 2 |
Microsoft
MSFT
|
+$4.11M |
| 3 |
Apple
AAPL
|
+$3.23M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$2.82M |
| 5 |
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% |
