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
$27.2M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$540K
3
+$450K
4
RIG icon
Transocean
RIG
+$233K
5
TOL icon
Toll Brothers
TOL
+$213K

Top Sells

1
+$13M
2
+$9.44M
3
+$6.14M
4
ENVA icon
Enova International
ENVA
+$5M
5
BX icon
Blackstone
BX
+$4.52M

Sector Composition

1 Communication Services 27.71%
2 Consumer Discretionary 23.58%
3 Financials 18.64%
4 Technology 10.25%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.36M 6.95%
339,815
+150,000
2
$2.9M 6%
26,620
3
$2.47M 5.11%
7,840
4
$1.67M 3.46%
8,498
5
$1.63M 3.36%
14,860
6
$1.42M 2.94%
5,528
7
$1.36M 2.82%
8,123
-3,000
8
$1.36M 2.82%
6,482
-2,000
9
$1.07M 2.22%
447,886
-304,566
10
$974K 2.01%
2,079
+300
11
$930K 1.92%
5,767
-4,000
12
$887K 1.83%
7,152
13
$820K 1.7%
14,914
14
$750K 1.55%
6,598
15
$604K 1.25%
1,175
16
$587K 1.21%
95,773
17
$547K 1.13%
22,483
-10,000
18
$540K 1.12%
+25,000
19
$450K 0.93%
+23,000
20
$329K 0.68%
1,854
21
$303K 0.63%
15,666
22
$292K 0.6%
5,630
23
$273K 0.56%
1,621
24
$233K 0.48%
+70,000
25
$230K 0.48%
9,189
-15,000
1
2 3