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
$485M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.27M
3
+$2.02M
4
MKL icon
Markel Group
MKL
+$1.41M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.24M

Top Sells

1
+$2.65M
2
+$2.37M
3
+$1.38M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.31M
5
AAPL icon
Apple
AAPL
+$744K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.3%
3 Financials 8.54%
4 Consumer Discretionary 8.5%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$996K 0.21%
4,381
-385
127
$987K 0.2%
2,696
-225
128
$986K 0.2%
3,804
-194
129
$983K 0.2%
10,732
+2,481
130
$978K 0.2%
7,257
-290
131
$970K 0.2%
+19,016
132
$952K 0.2%
4,911
+246
133
$945K 0.19%
10,181
+6,557
134
$936K 0.19%
2,512
-145
135
$933K 0.19%
819
-17
136
$918K 0.19%
8,119
+2,778
137
$903K 0.19%
14,559
+460
138
$903K 0.19%
28,400
-1,584
139
$900K 0.19%
3,601
-178
140
$897K 0.18%
3,829
+716
141
$888K 0.18%
4,191
+787
142
$883K 0.18%
25,182
+17,567
143
$880K 0.18%
6,354
-320
144
$862K 0.18%
7,415
+1,824
145
$859K 0.18%
20,952
-2,764
146
$858K 0.18%
9,033
+1,255
147
$856K 0.18%
12,137
-605
148
$855K 0.18%
6,464
-4,906
149
$854K 0.18%
36,910
+15,377
150
$849K 0.17%
15,292
+43
4 5
6
7 8