PP

PrairieView Partners Portfolio holdings

AUM $1.03B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$1.13M
3 +$977K
4
XEL icon
Xcel Energy
XEL
+$957K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$915K

Sector Composition

1 Industrials 3.74%
2 Financials 1.42%
3 Technology 1.17%
4 Communication Services 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$13K ﹤0.01%
291
227
$12K ﹤0.01%
127
-11,956
228
$12K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
300
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$11K ﹤0.01%
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$11K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
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$9K ﹤0.01%
400
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$9K ﹤0.01%
63
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$9K ﹤0.01%
186
+9
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$9K ﹤0.01%
27
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$9K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
500
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$8K ﹤0.01%
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+1
246
$7K ﹤0.01%
100
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$7K ﹤0.01%
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$7K ﹤0.01%
3,000
249
$7K ﹤0.01%
200
250
$6K ﹤0.01%
77