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
$136M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.16M
3
+$567K
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$310K
5
CNVS icon
Cineverse
CNVS
+$251K

Top Sells

1
+$1.7M
2
+$943K
3
+$208K

Sector Composition

1 Technology 31.89%
2 Communication Services 26.57%
3 Financials 25.22%
4 Consumer Discretionary 6.18%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.97%
36,527
27
$1.16M 0.83%
+50,000
28
$1.01M 0.73%
31,000
29
$986K 0.71%
4,350
30
$967K 0.7%
11,300
31
$856K 0.62%
144,400
32
$670K 0.48%
1,800
33
$584K 0.42%
25,548
34
$540K 0.39%
36,818
35
$502K 0.36%
3,300
36
$430K 0.31%
2,500
37
$391K 0.28%
10,000
38
$385K 0.28%
18,320
39
$382K 0.28%
17,481
40
$374K 0.27%
25,000
41
$351K 0.25%
1,900
42
$328K 0.24%
24,000
43
$327K 0.24%
6,000
44
$310K 0.22%
+8,571
45
$255K 0.18%
1,551
46
$251K 0.18%
+7,500
47
$242K 0.17%
24,000
48
$228K 0.16%
11,000
49
$215K 0.16%
+4,042
50
$192K 0.14%
21,000
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