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
$110M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$364K
3
+$362K
4
AMZN icon
Amazon
AMZN
+$352K

Top Sells

1
+$211K
2
+$204K

Sector Composition

1 Communication Services 29.17%
2 Technology 27.3%
3 Financials 25.52%
4 Consumer Discretionary 7.79%
5 Industrials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.11%
25,746
27
$1.18M 1.08%
32,266
28
$1.08M 0.99%
11,908
29
$1.03M 0.94%
17,791
30
$936K 0.85%
23,696
31
$896K 0.82%
6,054
+2,000
32
$704K 0.64%
7,916
33
$673K 0.61%
103,021
34
$627K 0.57%
26,071
35
$585K 0.53%
1,000
36
$560K 0.51%
35,094
37
$502K 0.46%
4,862
38
$495K 0.45%
1,268
39
$457K 0.42%
22,059
40
$386K 0.35%
18,927
41
$379K 0.35%
2,313
42
$341K 0.31%
12,215
43
$340K 0.31%
16,908
44
$335K 0.31%
+2,040
45
$325K 0.3%
7,006
46
$306K 0.28%
6,068
47
$304K 0.28%
1,752
48
$299K 0.27%
1,551
49
$264K 0.24%
5,265
50
$260K 0.24%
17,125
1
2
3