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
$964M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.8M
3
+$7.76M
4
HD icon
Home Depot
HD
+$6.09M
5
JPM icon
JPMorgan Chase
JPM
+$5.03M

Top Sells

1
+$2.21M
2
+$1.3M
3
+$994K
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$987K
5
KSU
Kansas City Southern
KSU
+$906K

Sector Composition

1 Technology 18.37%
2 Financials 9.17%
3 Healthcare 9.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.92M 0.2%
78,681
+7,515
127
$1.91M 0.2%
2,089
+306
128
$1.91M 0.2%
11,354
+977
129
$1.91M 0.2%
30,551
-348
130
$1.9M 0.2%
21,364
+2,147
131
$1.89M 0.2%
26,271
+11,094
132
$1.86M 0.19%
15,179
133
$1.84M 0.19%
21,179
+3,728
134
$1.83M 0.19%
5,266
-343
135
$1.82M 0.19%
5,115
+127
136
$1.81M 0.19%
32,616
+21,510
137
$1.81M 0.19%
22,234
+599
138
$1.8M 0.19%
34,658
+8,954
139
$1.8M 0.19%
12,745
+1,303
140
$1.8M 0.19%
7,360
+2,011
141
$1.79M 0.19%
28,740
+12,071
142
$1.78M 0.19%
6,746
+1,546
143
$1.75M 0.18%
10,001
-1
144
$1.74M 0.18%
11,718
+2,711
145
$1.74M 0.18%
6,480
+4,209
146
$1.74M 0.18%
8,974
+487
147
$1.72M 0.18%
22,314
+510
148
$1.66M 0.17%
2,796
+246
149
$1.66M 0.17%
28,353
+19,724
150
$1.64M 0.17%
12,727
-751
4 5
6
7 8