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
$122M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$926K
3
+$426K
4
CMCSA icon
Comcast
CMCSA
+$262K
5
BABA icon
Alibaba
BABA
+$233K

Top Sells

1
+$3.54M
2
+$958K
3
+$205K

Sector Composition

1 Technology 34.52%
2 Communication Services 27.45%
3 Financials 24.26%
4 Consumer Discretionary 5.27%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.96%
31,000
+5,000
27
$1.16M 0.95%
25,400
28
$1.15M 0.94%
36,527
29
$1.01M 0.83%
4,350
+1,000
30
$943K 0.77%
25,300
31
$844K 0.69%
11,300
32
$755K 0.62%
144,400
33
$631K 0.52%
1,800
34
$555K 0.45%
25,548
35
$419K 0.34%
3,300
36
$398K 0.33%
2,500
37
$344K 0.28%
1,900
38
$325K 0.27%
36,818
-108,482
39
$310K 0.25%
18,320
40
$306K 0.25%
6,000
41
$302K 0.25%
10,000
42
$284K 0.23%
25,000
43
$266K 0.22%
17,481
44
$260K 0.21%
24,000
45
$246K 0.2%
1,551
46
$213K 0.17%
11,000
47
$208K 0.17%
+1,000
48
$177K 0.15%
24,000
49
$168K 0.14%
21,000
50
$141K 0.12%
10,504
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