JI

Jeereddi Investments Portfolio holdings

AUM $25.4M
1-Year Est. Return 6.86%
This Quarter Est. Return
1 Year Est. Return
-6.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.13M
3
+$1.97M
4
RCL icon
Royal Caribbean
RCL
+$731K
5
MHK icon
Mohawk Industries
MHK
+$585K

Top Sells

1
+$294K
2
+$220K
3
+$131K

Sector Composition

1 Technology 32.04%
2 Communication Services 31%
3 Financials 23.79%
4 Consumer Discretionary 4.64%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 0.93%
3,350
+1,350
27
$916K 0.87%
17,000
28
$901K 0.85%
36,527
29
$745K 0.7%
144,400
30
$731K 0.69%
+11,300
31
$709K 0.67%
25,300
+300
32
$676K 0.64%
26,000
33
$640K 0.6%
25,400
34
$561K 0.53%
1,800
35
$550K 0.52%
25,548
36
$416K 0.39%
+2,500
37
$318K 0.3%
3,300
38
$259K 0.24%
18,320
39
$237K 0.22%
+25,000
40
$236K 0.22%
1,900
41
$235K 0.22%
+10,000
42
$219K 0.21%
+6,000
43
$215K 0.2%
24,000
44
$214K 0.2%
1,551
45
$205K 0.19%
17,481
46
$185K 0.17%
21,000
47
$166K 0.16%
24,000
48
$130K 0.12%
11,000
49
$106K 0.1%
10,504
50
– –
-18,019
1
2
3