MA

Mezzasalma Advisors Portfolio holdings

AUM $391M
1-Year Est. Return 42.19%
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$8.22M
3
+$6.34M
4
META icon
Meta Platforms (Facebook)
META
+$6.04M
5
APPN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.27%
+5,002
52
$411K 0.26%
+2,977
53
$403K 0.26%
+1,050
54
$401K 0.26%
+2,885
55
$397K 0.25%
+8,170
56
$396K 0.25%
+2,455
57
$395K 0.25%
+7,199
58
$381K 0.24%
+5,939
59
$379K 0.24%
+3,161
60
$365K 0.23%
+3,017
61
$345K 0.22%
+3,302
62
$336K 0.22%
+9,130
63
$329K 0.21%
+8,173
64
$321K 0.21%
+6,540
65
$315K 0.2%
+1,795
66
$312K 0.2%
+7,760
67
$309K 0.2%
+14,216
68
$297K 0.19%
+2,465
69
$291K 0.19%
+2,049
70
$283K 0.18%
+3,105
71
$282K 0.18%
+3,220
72
$282K 0.18%
+4,830
73
$281K 0.18%
+4,560
74
$266K 0.17%
+6,484
75
$266K 0.17%
+708
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3
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