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
$22.5M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$329K
2 +$280K
3 +$245K
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$230K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$218K

Sector Composition

1 Technology 10.97%
2 Industrials 7.33%
3 Consumer Discretionary 4.35%
4 Healthcare 2.11%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-537
27
-5,450