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
$217M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,943
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$1.1M
3
+$834K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$743K
5
VUG icon
Vanguard Growth ETF
VUG
+$675K

Top Sells

1
+$1.09M
2
+$1.07M
3
+$991K
4
MSFT icon
Microsoft
MSFT
+$726K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$474K

Sector Composition

1 Financials 12.6%
2 Technology 12.08%
3 Healthcare 8.54%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
67
1552
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1553
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1554
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+50
1555
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1556
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40
1557
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15
1558
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1559
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1560
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1561
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1562
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+15
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102
1566
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+50
1567
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1568
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1570
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172
-585
1571
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1572
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25
-3,363
1573
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+27
1574
$2K ﹤0.01%
80
-4
1575
$2K ﹤0.01%
29
61 62
63
64 65