MA
Mezzasalma Advisors Portfolio holdings
AUM
$333M
1-Year Return
31.89%
This Quarter Return
-3.93%
1 Year Return
+31.89%
3 Year Return
+166.81%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
-$25.9M
(-14%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-7.92%
Top 10 Holdings %
Top 10 Hldgs %
62.02%
Holding
99
New
2
Increased
16
Reduced
46
Closed
8
Top Buys
| 1 |
MRO
Marathon Oil Corporation
MRO
|
$5.81M |
| 2 |
Ford
F
|
$3.72M |
| 3 |
Amazon
AMZN
|
$326K |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$310K |
| 5 |
Exxon Mobil
XOM
|
$248K |
Top Sells
| 1 |
Moderna
MRNA
|
$5.7M |
| 2 |
Idexx Laboratories
IDXX
|
$4.99M |
| 3 |
CrowdStrike
CRWD
|
$3.84M |
| 4 |
PayPal
PYPL
|
$3.3M |
| 5 |
Tesla
TSLA
|
$1.67M |
Sector Composition
| 1 | Consumer Discretionary | 34.92% |
| 2 | Technology | 23.45% |
| 3 | Communication Services | 14.68% |
| 4 | Financials | 7.56% |
| 5 | Energy | 5.04% |
