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
$90M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$762K
3
+$745K
4
SIX
Six Flags Entertainment Corp.
SIX
+$689K
5
META icon
Meta Platforms (Facebook)
META
+$407K

Top Sells

1
+$4.06M
2
+$1.13M
3
+$592K
4
T icon
AT&T
T
+$573K
5
SPG icon
Simon Property Group
SPG
+$384K

Sector Composition

1 Communication Services 34.84%
2 Technology 33.51%
3 Financials 23.49%
4 Industrials 3%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,222
1 2
3