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
$178M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.62M
2 +$2.74M
3 +$1.25M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
ASAN icon
Asana
ASAN
+$951K

Top Sells

1 +$7.11M
2 +$5.98M
3 +$2.64M
4
FDX icon
FedEx
FDX
+$224K
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$217K

Sector Composition

1 Technology 25.49%
2 Consumer Discretionary 24.06%
3 Communication Services 17.37%
4 Financials 11.15%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,231
102
-58,810
103
-750
104
-19,282