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
$233M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.04M
3
+$1.76M
4
NVO icon
Novo Nordisk
NVO
+$1.57M
5
SMCI icon
Super Micro Computer
SMCI
+$1.49M

Top Sells

1
+$4.73M
2
+$4.15M
3
+$2.06M
4
ABNB icon
Airbnb
ABNB
+$1.69M
5
OXY icon
Occidental Petroleum
OXY
+$1.56M

Sector Composition

1 Technology 28.43%
2 Communication Services 18.11%
3 Consumer Discretionary 15.68%
4 Financials 11.85%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,930
102
– –
-14,632
103
– –
-70,960
104
– –
-5,073
105
– –
-1,616
106
– –
-1,281
107
– –
-7,888
108
– –
-6,027
109
– –
-5,325
110
– –
-10,090
111
– –
-5,795
1 2 3 4
5