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
$289M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.8M
3 +$720K
4
SFM icon
Sprouts Farmers Market
SFM
+$685K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$607K

Top Sells

1 +$3.18M
2 +$964K
3 +$741K
4
TSLA icon
Tesla
TSLA
+$696K
5
META icon
Meta Platforms (Facebook)
META
+$626K

Sector Composition

1 Technology 20.83%
2 Communication Services 15.16%
3 Financials 14.27%
4 Consumer Discretionary 13.17%
5 Industrials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-25,220