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
$64.9M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$294K
2 +$217K
3 +$170K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$161K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$135K

Top Sells

1 +$38.1M
2 +$16.2M
3 +$284K
4
ISRG icon
Intuitive Surgical
ISRG
+$261K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$246K

Sector Composition

1 Technology 3.87%
2 Industrials 2.61%
3 Consumer Discretionary 0.82%
4 Healthcare 0.81%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,950
27
-792