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
$86.9M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.39M
3
+$538K
4
MSFT icon
Microsoft
MSFT
+$308K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$279K

Top Sells

1
+$4.19M
2
+$2.1M
3
+$1.08M
4
RCL icon
Royal Caribbean
RCL
+$920K
5
CACC icon
Credit Acceptance
CACC
+$637K

Sector Composition

1 Technology 30.27%
2 Financials 29.84%
3 Communication Services 22.59%
4 Consumer Discretionary 4.79%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 13.55%
74,663
-24,000
2
$9.44M 9.82%
121,240
3
$6.14M 6.39%
105,051
4
$5M 5.19%
131,565
-3,000
5
$4.52M 4.7%
35,590
6
$3.7M 3.85%
26,620
+10,000
7
$3.18M 3.31%
8,493
+5,000
8
$2.8M 2.91%
7,840
9
$2.79M 2.9%
11,123
10
$2.63M 2.74%
6,838
11
$2.47M 2.57%
52,845
12
$2.17M 2.26%
9,767
+1,000
13
$2.11M 2.2%
8,482
14
$2.1M 2.18%
752,452
+4,999
15
$2.08M 2.16%
14,860
+2,000
16
$1.89M 1.96%
8,498
17
$1.71M 1.78%
189,815
-10,000
18
$1.7M 1.77%
5,528
+1,000
19
$1.36M 1.41%
7,273
20
$1.32M 1.38%
47,837
21
$1.17M 1.21%
23,858
22
$1.13M 1.17%
18,181
-3,000
23
$970K 1.01%
1,779
24
$932K 0.97%
32,483
25
$915K 0.95%
14,914
1
2 3