MA

Mezzasalma Advisors Portfolio holdings

AUM $416M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$1.36M
3
+$426K
4
AAPL icon
Apple
AAPL
+$422K
5
TSLA icon
Tesla
TSLA
+$280K

Top Sells

1
+$901K
2
+$869K
3
+$864K
4
LMND icon
Lemonade
LMND
+$846K
5
CPNG icon
Coupang
CPNG
+$632K

Sector Composition

1 Consumer Discretionary 29.35%
2 Technology 25.82%
3 Communication Services 15.74%
4 Financials 8.4%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,540
102
– –
-3,828
103
– –
-2,846
1 2 3 4
5