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

Top Buys

1
+$1.61M
2
+$438K
3
+$344K
4
RCL icon
Royal Caribbean
RCL
+$329K
5
JNJ icon
Johnson & Johnson
JNJ
+$304K

Top Sells

1
+$1.76M
2
+$1.31M
3
+$1.08M
4
MU icon
Micron Technology
MU
+$732K
5
KKR icon
KKR & Co
KKR
+$620K

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
– –
0
54
– –
-11,908
55
– –
-1,340
56
– –
-2,313
57
– –
-18,927
58
– –
-41,295
59
– –
-7,006
1 2
3