PI
Pachira Investments Portfolio holdings
AUM
$214M
1-Year Est. Return
19.76%
This Fund
S&P 500
1 Year Est. Return
+19.76%
AUM
$214M
AUM Growth
+$8.54M
(+4.2%)
Holding
76
Top Buys
| 1 | +$2.61M | |
| 2 | +$2.07M | |
| 3 | +$1.72M | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$1.66M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.27M |
Top Sells
| 1 | +$844K | |
| 2 | +$704K | |
| 3 | +$627K | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$600K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$571K |
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Industrials | 2.54% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Communication Services | 1.51% |
| 5 | Financials | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares ESG Optimized MSCI USA ETF
SUSA
$4.27B
| – | – |
-1,742
|
|