MA
Mezzasalma Advisors Portfolio holdings
AUM
$333M
This Quarter Return
+27.33%
1 Year Return
+31.89%
3 Year Return
+166.81%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.83%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$27.4M |
| 2 |
Apple
AAPL
|
$8.22M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$6.34M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.04M |
| 5 |
Appian
APPN
|
$5.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 25.14% |
| 2 | Technology | 22.42% |
| 3 | Communication Services | 14.64% |
| 4 | Healthcare | 13.35% |
| 5 | Financials | 10.01% |
