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
$103M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$2.13M
3 +$1.97M
4
RCL icon
Royal Caribbean
RCL
+$731K
5
MHK icon
Mohawk Industries
MHK
+$585K

Top Sells

1 +$294K
2 +$220K
3 +$131K

Sector Composition

1 Technology 32.04%
2 Communication Services 31%
3 Financials 23.79%
4 Consumer Discretionary 4.64%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-8,571