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
$101M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$444K
3
+$356K
4
DVA icon
DaVita
DVA
+$317K
5
JNJ icon
Johnson & Johnson
JNJ
+$317K

Top Sells

1
+$1.76M
2
+$1.47M
3
+$1.08M
4
MU icon
Micron Technology
MU
+$873K
5
KKR icon
KKR & Co
KKR
+$626K

Sector Composition

1 Technology 31.87%
2 Financials 29.54%
3 Communication Services 19.64%
4 Consumer Discretionary 6.91%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$113K 0.11%
4,873
-392
52
$94K 0.09%
12,084
-929
53
– –
-1,340
54
– –
0
55
– –
-2,313
56
– –
-11,908
57
– –
-18,927
58
– –
-41,295
59
– –
-7,006
1 2
3