MOS
MGO One Seven Portfolio holdings
AUM
$3.1B
1-Year Return
19.06%
This Quarter Return
+6.72%
1 Year Return
+19.06%
3 Year Return
+73.35%
5 Year Return
+137.41%
10 Year Return
–
AUM
$214M
AUM Growth
–
Cap. Flow
+$214M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
357
New
357
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Charles Schwab
SCHW
|
$6.08M |
| 2 |
Apple
AAPL
|
$4.86M |
| 3 |
Microsoft
MSFT
|
$4.7M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$4.49M |
| 5 |
JPMorgan Chase
JPM
|
$4.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.55% |
| 2 | Technology | 12.2% |
| 3 | Healthcare | 8.42% |
| 4 | Communication Services | 7.55% |
| 5 | Consumer Discretionary | 7.31% |
