MA
Mezzasalma Advisors Portfolio holdings
AUM
$333M
This Quarter Return
-24.09%
1 Year Return
+31.89%
3 Year Return
+166.81%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(-26%)
Cap. Flow
+$3.52M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
60.83%
Holding
93
New
2
Increased
24
Reduced
27
Closed
10
Top Buys
| 1 |
Amazon
AMZN
|
$4.21M |
| 2 |
Apple
AAPL
|
$804K |
| 3 |
NVIDIA
NVDA
|
$191K |
| 4 |
AGNC Investment
AGNC
|
$162K |
| 5 |
Annaly Capital Management
NLY
|
$151K |
Top Sells
| 1 |
Fiverr
FVRR
|
$397K |
| 2 |
Asana
ASAN
|
$344K |
| 3 |
ARK Innovation ETF
ARKK
|
$283K |
| 4 |
Applied Materials
AMAT
|
$264K |
| 5 |
Bank of New York Mellon
BK
|
$237K |
Sector Composition
| 1 | Consumer Discretionary | 30.1% |
| 2 | Technology | 24.7% |
| 3 | Communication Services | 14.53% |
| 4 | Financials | 8.11% |
| 5 | Energy | 6.24% |
