PI
Pachira Investments Portfolio holdings
AUM
$178M
1-Year Est. Return
13.84%
1 Year Est. Return
+13.84%
AUM
$178M
AUM Growth
+$45.7M
(+35%)
Holding
65
Top Buys
| 1 | +$6.62M | |
| 2 | +$6.5M | |
| 3 | +$6.31M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.41M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$1.89M |
Top Sells
| 1 | +$912K | |
| 2 | +$721K | |
| 3 | +$655K | |
| 4 |
WisdomTree India Earnings Fund ETF
EPI
|
+$308K |
| 5 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$113K |
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Industrials | 2.02% |
| 3 | Financials | 1.59% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Communication Services | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Broad Market ETF
SCHB
$38.5B
| $377K | 0.21% |
14,670
-1,334
|
|
||
52
Procter & Gamble
PG
$335B
| $362K | 0.2% |
2,358
-124
|
|
||
53
Palo Alto Networks
PANW
$139B
| $335K | 0.19% |
+1,643
|
|
||
54
Invesco S&P 500 Equal Weight ETF
RSP
$75B
| $320K | 0.18% |
+1,685
|
|
||
55
SPDR S&P 500 ETF Trust
SPY
$702B
| $305K | 0.17% |
458
+15
|
|
||
56
McDonald's
MCD
$222B
| $303K | 0.17% |
998
+183
|
|
||
57
Visa
V
$639B
| $285K | 0.16% |
835
+106
|
|
||
58
Oracle
ORCL
$620B
| $274K | 0.15% |
974
+9
|
|
||
59
Broadcom
AVGO
$1.84T
| $263K | 0.15% |
+797
|
|
||
60
Union Pacific
UNP
$140B
| $260K | 0.15% |
1,100
+1
|
|
||
61
Chevron
CVX
$300B
| $252K | 0.14% |
+1,626
|
|
||
62
Sempra
SRE
$59.2B
| $242K | 0.14% |
2,693
+1
|
|
||
63
GE Aerospace
GE
$300B
| $210K | 0.12% |
+700
|
|
||
64
SPDR Gold Trust
GLD
$141B
| $204K | 0.11% |
+574
|
|
||
65
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $204K | 0.11% |
342
-17
|
|