JI

Jeereddi Investments Portfolio holdings

AUM $25.4M
1-Year Est. Return 6.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.2M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$540K
3
+$450K
4
RIG icon
Transocean
RIG
+$233K
5
TOL icon
Toll Brothers
TOL
+$213K

Top Sells

1
+$13M
2
+$9.44M
3
+$6.14M
4
ENVA icon
Enova International
ENVA
+$5M
5
BX icon
Blackstone
BX
+$4.52M

Sector Composition

1 Communication Services 27.71%
2 Consumer Discretionary 23.58%
3 Financials 18.64%
4 Technology 10.25%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.46%
2,785
27
$213K 0.44%
+4,785
28
$202K 0.42%
1,900
29
$171K 0.35%
15,921
30
$166K 0.34%
13,911
31
$94K 0.19%
11,293
32
$62K 0.13%
10,084
33
$18K 0.04%
1,873
-3,000
34
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-74,663
35
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-18,181
36
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-3,000
37
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-131,565
38
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-47,837
39
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0
40
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-105,051
41
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-6,838
42
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-3,239
43
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-121,240
44
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-84,930
45
– –
-4,000
46
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-21,942
47
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-9,283
48
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-7,420
49
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0
50
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0
1
2
3