MOS

MGO One Seven Portfolio holdings

AUM $4.9B
1-Year Est. Return 20.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.95%
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 +$3.79M
2 +$1.14M
3 +$833K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$764K
5
VUG icon
Vanguard Growth ETF
VUG
+$696K

Top Sells

1 +$1.11M
2 +$1.1M
3 +$990K
4
MSFT icon
Microsoft
MSFT
+$728K
5
SLB icon
SLB Ltd
SLB
+$502K

Sector Composition

1 Financials 12.61%
2 Technology 12.08%
3 Healthcare 8.54%
4 Industrials 7.6%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1K ﹤0.01%
14
1727
$1K ﹤0.01%
18
1728
$1K ﹤0.01%
27
1729
$1K ﹤0.01%
19
1730
$1K ﹤0.01%
41
1731
$1K ﹤0.01%
35
+5
1732
$1K ﹤0.01%
11
1733
$1K ﹤0.01%
+30
1734
$1K ﹤0.01%
+20
1735
$1K ﹤0.01%
100
1736
$1K ﹤0.01%
9
1737
$1K ﹤0.01%
14
1738
$1K ﹤0.01%
22
-200
1739
$1K ﹤0.01%
22
1740
$1K ﹤0.01%
20
1741
$1K ﹤0.01%
+63
1742
$1K ﹤0.01%
51
1743
$1K ﹤0.01%
7
1744
$1K ﹤0.01%
29
1745
$1K ﹤0.01%
11
1746
$1K ﹤0.01%
25
1747
$1K ﹤0.01%
9
1748
$1K ﹤0.01%
10
1749
$1K ﹤0.01%
42
1750
$1K ﹤0.01%
9