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
$136M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.16M
3
+$567K
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$310K
5
CNVS icon
Cineverse
CNVS
+$251K

Top Sells

1
+$1.7M
2
+$943K
3
+$208K

Sector Composition

1 Technology 31.89%
2 Communication Services 26.57%
3 Financials 25.22%
4 Consumer Discretionary 6.18%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 13.58%
154,120
2
$18.2M 13.1%
501,588
+112,258
3
$16.2M 11.71%
184,100
4
$7.89M 5.69%
161,433
5
$7.36M 5.31%
207,453
6
$4.45M 3.21%
12,500
7
$4.36M 3.15%
80,600
8
$4.28M 3.09%
161,363
+21,363
9
$4.12M 2.97%
55,315
10
$3.54M 2.56%
10,550
11
$3.49M 2.52%
12,990
12
$3.21M 2.32%
17,050
13
$3.09M 2.23%
10,500
14
$2.97M 2.14%
14,008
15
$2.94M 2.12%
58,212
16
$2.66M 1.92%
25,800
17
$2.12M 1.53%
11,000
18
$2.07M 1.5%
20,040
19
$1.65M 1.19%
2,680
20
$1.65M 1.19%
7,000
21
$1.65M 1.19%
21,200
22
$1.57M 1.13%
11,100
23
$1.53M 1.11%
32,635
24
$1.49M 1.08%
25,400
25
$1.44M 1.04%
17,000
1
2 3