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
$964M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.8M
3
+$7.76M
4
HD icon
Home Depot
HD
+$6.09M
5
JPM icon
JPMorgan Chase
JPM
+$5.03M

Top Sells

1
+$2.21M
2
+$1.3M
3
+$994K
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$987K
5
KSU
Kansas City Southern
KSU
+$906K

Sector Composition

1 Technology 18.37%
2 Financials 9.17%
3 Healthcare 9.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.32M 0.14%
11,805
+23
177
$1.3M 0.14%
26,306
-7
178
$1.3M 0.13%
5,924
-1,935
179
$1.29M 0.13%
15,121
-9,302
180
$1.29M 0.13%
8,057
+373
181
$1.28M 0.13%
6,386
+3,102
182
$1.27M 0.13%
14,845
+1,048
183
$1.27M 0.13%
7,846
-315
184
$1.26M 0.13%
13,130
+2,026
185
$1.25M 0.13%
8,798
-54
186
$1.25M 0.13%
737
+22
187
$1.25M 0.13%
11,381
+93
188
$1.24M 0.13%
11,361
-123
189
$1.24M 0.13%
24,504
+2,301
190
$1.24M 0.13%
2,643
+143
191
$1.24M 0.13%
5,025
+1,262
192
$1.24M 0.13%
21,814
+3,043
193
$1.24M 0.13%
2,507
+29
194
$1.23M 0.13%
5,969
+101
195
$1.23M 0.13%
11,072
+2,788
196
$1.22M 0.13%
5,908
+1,908
197
$1.22M 0.13%
14,357
+769
198
$1.2M 0.12%
5,406
+16
199
$1.19M 0.12%
4,901
+1,165
200
$1.18M 0.12%
31,469
+6,530
6 7
8
9 10