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
$216M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1 +$4.46M
2 +$4.11M
3 +$3.23M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$2.82M
5
META icon
Meta Platforms (Facebook)
META
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.04%
2 Technology 11.91%
3 Healthcare 8.6%
4 Industrials 7.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1K ﹤0.01%
+32
1702
$1K ﹤0.01%
+42
1703
$1K ﹤0.01%
+69
1704
$1K ﹤0.01%
+20
1705
$1K ﹤0.01%
+50
1706
$1K ﹤0.01%
+5
1707
$1K ﹤0.01%
+15
1708
$1K ﹤0.01%
+50
1709
$1K ﹤0.01%
+15
1710
$1K ﹤0.01%
+69
1711
$1K ﹤0.01%
+9
1712
$1K ﹤0.01%
+26
1713
$1K ﹤0.01%
+45
1714
$1K ﹤0.01%
+7
1715
$1K ﹤0.01%
+25
1716
$1K ﹤0.01%
+9
1717
$1K ﹤0.01%
+10
1718
$1K ﹤0.01%
+42
1719
$1K ﹤0.01%
+4
1720
$1K ﹤0.01%
+83
1721
$1K ﹤0.01%
+12
1722
$1K ﹤0.01%
+70
1723
$1K ﹤0.01%
+35
1724
$0 ﹤0.01%
+16
1725
$0 ﹤0.01%
+5