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
$122M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$926K
3
+$426K
4
CMCSA icon
Comcast
CMCSA
+$262K
5
BABA icon
Alibaba
BABA
+$233K

Top Sells

1
+$3.54M
2
+$958K
3
+$205K

Sector Composition

1 Technology 34.52%
2 Communication Services 27.45%
3 Financials 24.26%
4 Consumer Discretionary 5.27%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 16.75%
154,120
2
$14.2M 11.61%
389,330
+25,437
3
$13.8M 11.34%
184,100
4
$6.54M 5.36%
161,433
5
$5.14M 4.21%
+207,453
6
$4.46M 3.66%
12,500
7
$4.22M 3.46%
80,600
+5,000
8
$3.58M 2.94%
55,315
9
$3.54M 2.9%
12,990
10
$3.06M 2.51%
14,008
11
$3.03M 2.48%
140,000
+10,000
12
$3M 2.45%
10,550
+1,500
13
$2.87M 2.35%
10,500
14
$2.8M 2.3%
17,050
15
$2.44M 2%
58,212
16
$2.26M 1.85%
25,800
17
$1.77M 1.45%
2,680
18
$1.75M 1.44%
20,040
19
$1.7M 1.39%
49,752
-6,000
20
$1.6M 1.31%
32,635
21
$1.56M 1.28%
7,000
22
$1.55M 1.27%
11,000
23
$1.53M 1.26%
21,200
24
$1.34M 1.1%
11,100
25
$1.25M 1.02%
17,000
1
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