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
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$27.4M
2 +$8.22M
3 +$6.34M
4
META icon
Meta Platforms (Facebook)
META
+$6.04M
5
APPN icon
Appian
APPN
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 25.14%
2 Technology 22.42%
3 Communication Services 14.64%
4 Healthcare 13.35%
5 Financials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.4M 17.5%
+116,295
2
$8.22M 5.26%
+61,929
3
$6.34M 4.06%
+72,360
4
$6.04M 3.86%
+22,093
5
$5.88M 3.76%
+36,280
6
$5.56M 3.56%
+25,402
7
$5.33M 3.41%
+19,585
8
$5.17M 3.31%
+15,320
9
$4.92M 3.15%
+30,200
10
$4.64M 2.97%
+50,252
11
$4.17M 2.67%
+17,820
12
$4.1M 2.63%
+19,375
13
$4.09M 2.61%
+7,556
14
$3.94M 2.52%
+59,770
15
$3.89M 2.49%
+7,783
16
$2.7M 1.73%
+19,762
17
$2.61M 1.67%
+33,883
18
$2.54M 1.62%
+91,500
19
$2.51M 1.61%
+84,550
20
$2.28M 1.46%
+21,790
21
$2.15M 1.38%
+9,279
22
$2.1M 1.35%
+139,320
23
$2.04M 1.31%
+64,280
24
$1.97M 1.26%
+8,857
25
$1.68M 1.08%
+7,925