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
$310M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.97M
2 +$2.1M
3 +$1.57M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.5M

Top Sells

1 +$2.94M
2 +$801K
3 +$695K
4
NVO icon
Novo Nordisk
NVO
+$529K
5
LLY icon
Eli Lilly
LLY
+$509K

Sector Composition

1 Technology 23.3%
2 Consumer Discretionary 17.81%
3 Communication Services 15.51%
4 Financials 11.74%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,225