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 12.61%
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
1676
$1K ﹤0.01%
35
-4
1677
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-2
1678
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1679
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1680
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1681
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1682
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27
1683
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1684
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1685
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35
+5
1686
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11
1687
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+30
1688
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+20
1689
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100
1690
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9
1691
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1692
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22
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1693
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22
1694
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+63
1695
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51
1696
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7
1697
$1K ﹤0.01%
29
1698
$1K ﹤0.01%
11
1699
$1K ﹤0.01%
25
1700
$1K ﹤0.01%
9
66 67
68
69 70