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

Top Buys

1 +$1.16M
2 +$780K
3 +$754K
4
SIX
Six Flags Entertainment Corp.
SIX
+$666K
5
META icon
Meta Platforms (Facebook)
META
+$443K

Top Sells

1 +$4.08M
2 +$848K
3 +$664K
4
T icon
AT&T
T
+$574K
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
-7,000