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
76
$263K 0.17%
+2,068
77
$250K 0.16%
+2,102
78
$247K 0.16%
+974
79
$238K 0.15%
+4,950
80
$235K 0.15%
+1,448
81
$231K 0.15%
+4,402
82
$228K 0.15%
+2,487
83
$226K 0.14%
+599
84
$222K 0.14%
+1,460
85
$220K 0.14%
+2,331
86
$218K 0.14%
+435
87
$216K 0.14%
+2,652
88
$212K 0.14%
+2,080
89
$205K 0.13%
+1,250
90
$203K 0.13%
+4,000
91
$201K 0.13%
+1,880
92
$163K 0.1%
+11,480
93
$129K 0.08%
+3,828
1 2 3
4