MOS

MGO One Seven Portfolio holdings

AUM $3.1B
1-Year Est. Return 19.06%
This Quarter Est. Return
1 Year Est. Return
+19.06%
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 12.03%
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
1801
$0 ﹤0.01%
+1
1802
$0 ﹤0.01%
+13
1803
$0 ﹤0.01%
+22
1804
$0 ﹤0.01%
+10
1805
$0 ﹤0.01%
+3
1806
$0 ﹤0.01%
+5
1807
$0 ﹤0.01%
+58
1808
$0 ﹤0.01%
+15
1809
$0 ﹤0.01%
+5
1810
$0 ﹤0.01%
+6
1811
$0 ﹤0.01%
+110
1812
$0 ﹤0.01%
+14
1813
$0 ﹤0.01%
+8
1814
$0 ﹤0.01%
+35
1815
$0 ﹤0.01%
+15
1816
$0 ﹤0.01%
+200
1817
$0 ﹤0.01%
+10
1818
$0 ﹤0.01%
+128
1819
$0 ﹤0.01%
+4
1820
$0 ﹤0.01%
+10