MA
Mezzasalma Advisors Portfolio holdings
AUM
$333M
This Quarter Return
-1.02%
1 Year Return
+31.89%
3 Year Return
+166.81%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-1.6%)
Cap. Flow
-$155K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
61.16%
Holding
88
New
2
Increased
26
Reduced
30
Closed
6
Top Buys
| 1 |
Darden Restaurants
DRI
|
$1.96M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$242K |
| 3 |
Duke Energy
DUK
|
$212K |
| 4 |
Amazon
AMZN
|
$205K |
| 5 |
Apple
AAPL
|
$197K |
Top Sells
| 1 |
Appian
APPN
|
$1.24M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.06M |
| 3 |
Exxon Mobil
XOM
|
$440K |
| 4 |
New Jersey Resources
NJR
|
$304K |
| 5 |
Altria Group
MO
|
$211K |
Sector Composition
| 1 | Consumer Discretionary | 24.99% |
| 2 | Technology | 21.81% |
| 3 | Communication Services | 17.4% |
| 4 | Financials | 12.14% |
| 5 | Energy | 7.04% |
