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
$130M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.21M
3 +$1.15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.13M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$876K

Top Sells

1 +$1.17M
2 +$523K
3 +$284K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$102K

Sector Composition

1 Technology 3.76%
2 Industrials 2.81%
3 Financials 1.5%
4 Consumer Discretionary 1.4%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,254