JI

Jeereddi Investments Portfolio holdings

AUM $25.4M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.92M
3
+$8.77M
4
CHTR icon
Charter Communications
CHTR
+$4.92M
5
KKR icon
KKR & Co
KKR
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 33.78%
2 Technology 27.88%
3 Financials 19.12%
4 Industrials 5.16%
5 Energy 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.13%
+36,527
27
$1.17M 1.13%
+18,321
28
$1.11M 1.08%
+268,369
29
$1.1M 1.07%
+7,000
30
$983K 0.95%
+8,458
31
$839K 0.81%
+20,000
32
$735K 0.71%
+2,500
33
$711K 0.69%
+26,000
34
$542K 0.52%
+60,500
35
$424K 0.41%
+2,000
36
$386K 0.37%
+17,481
37
$345K 0.33%
+10,714
38
$341K 0.33%
+24,000
39
$263K 0.25%
+21,000
40
$261K 0.25%
+1,551
41
$255K 0.25%
+24,000
42
$231K 0.22%
+1,600
43
$217K 0.21%
+5,526
44
$200K 0.19%
+1,500
45
$182K 0.18%
+20,504
46
$86K 0.08%
+12,500
47
$40K 0.04%
+1,222
48
$25K 0.02%
+24,150
49
$18K 0.02%
+12,000
50
– –
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