PI

Pachira Investments Portfolio holdings

AUM $178M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.78M
2 +$6.26M
3 +$5.48M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M
5
QCOM icon
Qualcomm
QCOM
+$244K

Top Sells

1 +$332K
2 +$296K
3 +$274K
4
SHOP icon
Shopify
SHOP
+$254K
5
MSFT icon
Microsoft
MSFT
+$248K

Sector Composition

1 Technology 1.39%
2 Industrials 1.35%
3 Healthcare 0.45%
4 Consumer Discretionary 0.34%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-761