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
$718M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$2.4M
3 +$1.71M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.68M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.53M

Top Sells

1 +$427K
2 +$367K
3 +$297K
4
FAST icon
Fastenal
FAST
+$262K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$229K

Sector Composition

1 Industrials 2.45%
2 Technology 1.52%
3 Financials 1.18%
4 Communication Services 0.68%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$43K 0.01%
+609
227
$43K 0.01%
1,298
228
$43K 0.01%
396
+31
229
$43K 0.01%
519
230
$42K 0.01%
400
231
$42K 0.01%
407
232
$41K 0.01%
404
233
$41K 0.01%
262
234
$41K 0.01%
250
235
$41K 0.01%
989
-3
236
$40K 0.01%
426
237
$40K 0.01%
600
238
$40K 0.01%
174
239
$40K 0.01%
603
240
$39K 0.01%
332
241
$39K 0.01%
+715
242
$39K 0.01%
292
243
$38K 0.01%
200
244
$38K 0.01%
253
-2
245
$37K 0.01%
103
246
$37K 0.01%
201
247
$37K 0.01%
+438
248
$34K ﹤0.01%
113
249
$34K ﹤0.01%
328
250
$34K ﹤0.01%
+302