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
$101M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$444K
3
+$356K
4
DVA icon
DaVita
DVA
+$317K
5
JNJ icon
Johnson & Johnson
JNJ
+$317K

Top Sells

1
+$1.76M
2
+$1.47M
3
+$1.08M
4
MU icon
Micron Technology
MU
+$873K
5
KKR icon
KKR & Co
KKR
+$626K

Sector Composition

1 Technology 31.87%
2 Financials 29.54%
3 Communication Services 19.64%
4 Consumer Discretionary 6.91%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.12%
1,779
-134
27
$1.08M 1.04%
16,459
-1,332
28
$970K 0.94%
29,828
-2,438
29
$920K 0.89%
11,964
+4,048
30
$805K 0.78%
32,483
-2,611
31
$665K 0.64%
5,598
-456
32
$662K 0.64%
21,942
-1,754
33
$637K 0.62%
927
-73
34
$590K 0.57%
1,175
-93
35
$548K 0.53%
24,189
-1,882
36
$532K 0.51%
4,500
-362
37
$497K 0.48%
95,773
-7,248
38
$356K 0.34%
+9,283
39
$341K 0.33%
1,551
40
$338K 0.33%
1,621
-131
41
$332K 0.32%
20,493
-1,566
42
$317K 0.31%
1,900
-140
43
$317K 0.31%
+2,785
44
$317K 0.31%
+1,854
45
$269K 0.26%
16,195
-1,312
46
$256K 0.25%
5,630
-438
47
$251K 0.24%
15,666
-1,242
48
$241K 0.23%
11,293
-922
49
$226K 0.22%
15,921
-1,204
50
$124K 0.12%
13,911
-1,056
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2
3