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
-$281K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.15M
2 +$2.9M
3 +$2.02M
4
PSFE icon
Paysafe
PSFE
+$1.88M
5
LMND icon
Lemonade
LMND
+$1.17M

Top Sells

1 +$4.64M
2 +$2.61M
3 +$2.16M
4
BFT
Foley Trasimene Acquisition Corp. II
BFT
+$2.1M
5
CPRT icon
Copart
CPRT
+$2.04M

Sector Composition

1 Technology 28.08%
2 Consumer Discretionary 24.16%
3 Communication Services 16.71%
4 Financials 9.6%
5 Healthcare 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,490
102
-50,252
103
-1,050
104
-64,280