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
$181M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$3.68M
3 +$1.8M
4
META icon
Meta Platforms (Facebook)
META
+$1.05M
5
ARKK icon
ARK Innovation ETF
ARKK
+$318K

Top Sells

1 +$3.04M
2 +$2.54M
3 +$69.8K
4
JNJ icon
Johnson & Johnson
JNJ
+$53.7K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$48K

Sector Composition

1 Technology 29.45%
2 Consumer Discretionary 21.86%
3 Communication Services 16.75%
4 Healthcare 10.47%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-82,500
102
-89,500