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
$163M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.25M
3
+$5.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.32M
5
PI icon
Impinj
PI
+$2.56M

Top Sells

1
+$228K
2
+$94.5K
3
+$56.6K
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$35.1K
5
SRE icon
Sempra
SRE
+$18.5K

Sector Composition

1 Technology 4.91%
2 Industrials 1.92%
3 Consumer Discretionary 1.53%
4 Financials 1.31%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.72%
4,648
+2
27
$1.03M 0.63%
1,113
+23
28
$994K 0.61%
3,671
-56
29
$953K 0.58%
4,985
+235
30
$938K 0.57%
+4,251
31
$905K 0.55%
6,585
+419
32
$722K 0.44%
3,007
-5
33
$700K 0.43%
2,650
-6
34
$590K 0.36%
4,117
+24
35
$577K 0.35%
5,404
+29
36
$562K 0.34%
17,551
-479
37
$532K 0.33%
1,140
+144
38
$521K 0.32%
1,257
+67
39
$498K 0.31%
18,014
+74
40
$481K 0.29%
2,883
+6
41
$460K 0.28%
+14,627
42
$446K 0.27%
1,068
+44
43
$408K 0.25%
2,440
+11
44
$352K 0.22%
15,439
-743
45
$336K 0.21%
2,926
+832
46
$287K 0.18%
1,710
+3
47
$276K 0.17%
3,646
+2
48
$272K 0.17%
3,468
+95
49
$268K 0.16%
1,097
+172
50
$265K 0.16%
448
+11
1
2
3