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
$93M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.86M
3
+$9.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.88M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$8.64M

Top Sells

1
+$683K
2
+$133K
3
+$41.4K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$14.9K

Sector Composition

1 Technology 3.64%
2 Industrials 2.37%
3 Consumer Staples 0.93%
4 Consumer Discretionary 0.88%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$367K 0.39%
1,298
+77
27
$363K 0.39%
5,619
+460
28
$349K 0.38%
1,586
+112
29
$328K 0.35%
+7,750
30
$319K 0.34%
2,659
+629
31
$281K 0.3%
+1,852
32
$248K 0.27%
+726
33
$241K 0.26%
+13,962
34
$238K 0.26%
522
+72
35
$236K 0.25%
790
+34
36
$216K 0.23%
+1,812
37
$213K 0.23%
445
-24
38
$209K 0.22%
+798
1
2