PI
Pachira Investments Portfolio holdings
AUM $132M
This Quarter Return
-4.7%
1 Year Return
+11.64%
3 Year Return
+73.07%
5 Year Return
+119.26%
10 Year Return
–
AUM
$142M
AUM Growth
-$21.1M (-13%)
Cap. Flow
-$11.2M
Cap. Flow % of AUM
-7.9%
Top 10 Holdings %Top 10 Hldgs %
62.53%
Holding
59
New
3
Increased
23
Reduced
25
Closed
5
Top Buys
1 | $666K | |
2 | $634K | |
3 | $426K | |
4 | $425K | |
5 | $334K |
Top Sells
1 | $9M | |
2 | $2.15M | |
3 | $1.1M | |
4 | $282K | |
5 | $276K |
Sector Composition
1 | Technology | 3.95% |
2 | Industrials | 2.23% |
3 | Financials | 1.9% |
4 | Consumer Discretionary | 1.17% |
5 | Consumer Staples | 1.01% |