MA
Mezzasalma Advisors Portfolio holdings
AUM
$391M
1-Year Est. Return
42.19%
1 Year Est. Return
+42.19%
AUM
$333M
AUM Growth
+$43.8M
(+15%)
Holding
153
Top Buys
| 1 | +$491K | |
| 2 | +$423K | |
| 3 | +$403K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$395K |
| 5 |
Cambria Tail Risk ETF
TAIL
|
+$324K |
Top Sells
| 1 | +$987K | |
| 2 | +$797K | |
| 3 | +$446K | |
| 4 |
Walmart
WMT
|
+$345K |
| 5 |
American Express
AXP
|
+$288K |
Sector Composition
| 1 | Technology | 21.95% |
| 2 | Communication Services | 16.44% |
| 3 | Consumer Discretionary | 13.99% |
| 4 | Financials | 12.48% |
| 5 | Industrials | 6.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Johnson & Johnson
JNJ
$464B
| – | – |
-1,346
|
|
||
152
Duke Energy
DUK
$99.9B
| – | – |
-1,878
|
|
||
|
153
American Express
AXP
$243B
| – | – |
-1,070
|
|