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
$110M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$364K
3
+$362K
4
AMZN icon
Amazon
AMZN
+$352K

Top Sells

1
+$211K
2
+$204K

Sector Composition

1 Communication Services 29.17%
2 Technology 27.3%
3 Financials 25.52%
4 Consumer Discretionary 7.79%
5 Industrials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 13.8%
106,931
2
$13.3M 12.1%
721,481
+59,624
3
$9.27M 8.46%
130,610
4
$6.91M 6.3%
113,455
5
$5.03M 4.58%
145,430
6
$4.48M 4.09%
38,530
7
$3.19M 2.91%
56,982
8
$2.91M 2.66%
12,006
9
$2.83M 2.58%
8,139
10
$2.83M 2.58%
113,033
11
$2.53M 2.31%
7,448
12
$2.52M 2.3%
7,391
13
$2.41M 2.2%
216,714
+23,000
14
$2.4M 2.19%
17,980
15
$2.39M 2.18%
9,154
16
$2.3M 2.1%
37,730
17
$1.99M 1.81%
8,924
18
$1.85M 1.69%
13,920
19
$1.76M 1.61%
41,295
20
$1.45M 1.32%
51,991
21
$1.41M 1.29%
22,888
22
$1.39M 1.27%
1,913
23
$1.38M 1.26%
4,896
24
$1.37M 1.25%
7,725
25
$1.31M 1.2%
7,843
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