PI

Pachira Investments Portfolio holdings

AUM $132M
1-Year Est. Return 11.64%
This Quarter Est. Return
1 Year Est. Return
+11.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.88M
3
+$3.87M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.86M
5
PI icon
Impinj
PI
+$1.2M

Top Sells

1
+$6.38M
2
+$6.14M
3
+$1.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$983K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$707K

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 1.3%
3 Industrials 0.88%
4 Healthcare 0.48%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$222K 0.16%
+1,520
27
$216K 0.15%
5,100
-1,200
28
$206K 0.14%
+521
29
– –
-29,817
30
– –
-27,752
1
2