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
$86.9M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.36M
3
+$562K
4
MSFT icon
Microsoft
MSFT
+$301K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Top Sells

1
+$4.04M
2
+$2.1M
3
+$1.08M
4
RCL icon
Royal Caribbean
RCL
+$920K
5
CACC icon
Credit Acceptance
CACC
+$637K

Sector Composition

1 Technology 30.27%
2 Financials 29.84%
3 Communication Services 22.59%
4 Consumer Discretionary 4.79%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-104,567
52
– –
-11,964
53
– –
-16,459
54
– –
-1,551
55
– –
0
56
– –
0
1 2
3