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
$119M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.37M
3
+$1.93M
4
FYBR
Frontier Communications
FYBR
+$1.31M
5
PARA
Paramount Global Class B
PARA
+$978K

Top Sells

1
+$6.11M
2
+$4.51M
3
+$2.66M
4
ENVA icon
Enova International
ENVA
+$2.18M
5
MA icon
Mastercard
MA
+$1.62M

Sector Composition

1 Communication Services 32.87%
2 Technology 26.84%
3 Financials 22.78%
4 Consumer Discretionary 8.39%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.2%
1,340
-560
52
$211K 0.18%
4,209
-1,791
53
$204K 0.17%
+1,000
54
$139K 0.12%
14,967
-6,033
55
$136K 0.11%
5,265
-2,235
56
– –
-10,000
57
– –
-500
58
– –
-4,042
59
– –
-10,504
60
– –
0
61
– –
-11,000
1 2
3