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
$119M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.37M
3
+$1.93M
4
FYBR
Frontier Communications
FYBR
+$1.31M
5
PARA
Paramount Global Class B
PARA
+$978K

Top Sells

1
+$6.11M
2
+$4.51M
3
+$2.66M
4
ENVA icon
Enova International
ENVA
+$2.18M
5
MA icon
Mastercard
MA
+$1.62M

Sector Composition

1 Communication Services 32.87%
2 Technology 26.84%
3 Financials 22.78%
4 Consumer Discretionary 8.39%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.01%
25,746
-10,781
27
$1.18M 0.99%
32,266
-10,134
28
$1.07M 0.9%
+23,696
29
$1.04M 0.88%
11,908
-5,092
30
$919K 0.77%
4,054
-296
31
$911K 0.77%
17,791
-7,609
32
$753K 0.63%
22,059
-8,941
33
$675K 0.57%
7,916
-3,384
34
$669K 0.56%
103,021
-41,379
35
$621K 0.52%
35,094
-14,906
36
$598K 0.5%
26,071
-10,747
37
$565K 0.48%
+4,862
38
$508K 0.43%
1,268
-532
39
$454K 0.38%
+1,000
40
$411K 0.35%
18,927
-6,621
41
$362K 0.31%
17,507
-7,493
42
$360K 0.3%
2,313
-987
43
$342K 0.29%
1,752
-748
44
$319K 0.27%
16,908
-7,092
45
$317K 0.27%
7,006
-2,994
46
$300K 0.25%
12,215
-5,266
47
$297K 0.25%
1,551
48
$287K 0.24%
6,068
-2,503
49
$244K 0.21%
17,125
-6,875
50
$242K 0.2%
13,013
-5,307
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