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

Top Buys

1 +$1.87M
2 +$1.86M
3 +$701K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
ALL icon
Allstate
ALL
+$619K

Top Sells

1 +$3.18M
2 +$888K
3 +$735K
4
META icon
Meta Platforms (Facebook)
META
+$560K
5
TSLA icon
Tesla
TSLA
+$541K

Sector Composition

1 Technology 20.83%
2 Communication Services 15.16%
3 Financials 14.2%
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