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
51
$260K 0.16%
442
52
$240K 0.15%
830
+78
53
$235K 0.14%
2,690
-212
54
$219K 0.13%
+695
55
$212K 0.13%
+3,235
56
$202K 0.12%
+1,915