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
$27.2M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$540K
3
+$450K
4
RIG icon
Transocean
RIG
+$233K
5
TOL icon
Toll Brothers
TOL
+$213K

Top Sells

1
+$13M
2
+$9.44M
3
+$6.14M
4
ENVA icon
Enova International
ENVA
+$5M
5
BX icon
Blackstone
BX
+$4.52M

Sector Composition

1 Communication Services 27.71%
2 Consumer Discretionary 23.58%
3 Financials 18.64%
4 Technology 10.25%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,283
52
– –
-7,420
53
– –
0
54
– –
0
55
– –
0
56
– –
-16,195
1 2
3