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

Top Buys

1
+$3.56M
2
+$1.8M
3
+$1.65M
4
SMCI icon
Super Micro Computer
SMCI
+$1.55M
5
NVO icon
Novo Nordisk
NVO
+$1.46M

Top Sells

1
+$4.17M
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
– –
-1,577
102
– –
-1,930
103
– –
-14,632
104
– –
-70,960
105
– –
-5,073
106
– –
-1,281
107
– –
-7,888
108
– –
-6,027
109
– –
-10,650
110
– –
-10,090
111
– –
-5,795
1 2 3 4
5