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
$86.9M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.39M
3
+$538K
4
MSFT icon
Microsoft
MSFT
+$308K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$279K

Top Sells

1
+$4.19M
2
+$2.1M
3
+$1.08M
4
RCL icon
Royal Caribbean
RCL
+$920K
5
CACC icon
Credit Acceptance
CACC
+$637K

Sector Composition

1 Technology 30.27%
2 Financials 29.84%
3 Communication Services 22.59%
4 Consumer Discretionary 4.79%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$888K 0.92%
7,152
27
$858K 0.89%
7,420
28
$830K 0.86%
21,942
29
$718K 0.75%
6,598
+1,000
30
$718K 0.75%
24,189
31
$599K 0.62%
1,175
32
$555K 0.58%
95,773
33
$538K 0.56%
+4,000
34
$456K 0.47%
9,283
35
$383K 0.4%
5,630
36
$370K 0.38%
15,666
37
$329K 0.34%
1,854
38
$315K 0.33%
2,785
39
$310K 0.32%
1,900
40
$299K 0.31%
1,621
41
$289K 0.3%
3,000
-1,500
42
$263K 0.27%
16,195
43
$234K 0.24%
15,921
44
$215K 0.22%
+3,239
45
$157K 0.16%
11,293
46
$147K 0.15%
13,911
47
$79K 0.08%
4,873
48
$64K 0.07%
10,084
-2,000
49
– –
-16,459
50
– –
-20,493
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