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

Top Buys

1
+$4.51M
2
+$972K
3
+$504K
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$242K
5
AMCX icon
AMC Networks
AMCX
+$221K

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 13.81%
154,120
2
$18.2M 13.32%
501,588
+112,258
3
$16.2M 11.91%
184,100
4
$7.89M 5.79%
161,433
5
$7.36M 5.4%
207,453
6
$4.45M 3.27%
12,500
7
$4.36M 3.2%
80,600
8
$4.28M 3.14%
161,363
+21,363
9
$4.12M 3.02%
55,315
10
$3.54M 2.6%
10,550
11
$3.49M 2.56%
12,990
12
$3.21M 2.36%
17,050
13
$3.09M 2.27%
10,500
14
$2.97M 2.18%
14,008
15
$2.94M 2.15%
58,212
16
$2.66M 1.95%
25,800
17
$2.12M 1.55%
11,000
18
$2.07M 1.52%
20,040
19
$1.65M 1.21%
2,680
20
$1.65M 1.21%
7,000
21
$1.65M 1.21%
42,400
22
$1.57M 1.15%
11,100
23
$1.53M 1.13%
32,635
24
$1.49M 1.09%
25,400
25
$1.44M 1.06%
17,000
1
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