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
$155M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$375K
3
+$327K
4
NVDA icon
NVIDIA
NVDA
+$259K
5
TSLA icon
Tesla
TSLA
+$240K

Top Sells

1
+$4.55M
2
+$4.51M
3
+$4.39M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$777K

Sector Composition

1 Technology 3.05%
2 Consumer Discretionary 1.02%
3 Industrials 0.76%
4 Healthcare 0.67%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$271K 0.17%
886
27
$260K 0.17%
547
-14
28
$259K 0.17%
+8,820
29
$254K 0.16%
5,142
30
$240K 0.15%
+681
31
$227K 0.15%
1,650
32
$220K 0.14%
860
+4
33
– –
-2,025
1
2