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
$211M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.85M
3
+$1.72M
4
NVDA icon
NVIDIA
NVDA
+$1.64M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.48M

Top Sells

1
+$1.91M
2
+$1.18M
3
+$1.06M
4
TSLA icon
Tesla
TSLA
+$772K
5
DRI icon
Darden Restaurants
DRI
+$762K

Sector Composition

1 Technology 26.13%
2 Communication Services 18.44%
3 Consumer Discretionary 18.35%
4 Financials 12.66%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.5K 0.01%
11,670
-3,640
102
– –
-7,957
103
– –
-2,182
104
– –
-6,705
105
– –
-4,362
106
– –
-1,654
107
– –
-6,266
108
– –
-4,270
109
– –
-2,213
110
– –
-1,184
111
– –
-1,159
1 2 3 4
5