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
$670M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.61%
2 Technology 1.18%
3 Financials 1.07%
4 Communication Services 0.66%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
+132
277
$9K ﹤0.01%
100
278
$9K ﹤0.01%
165
279
$8K ﹤0.01%
375
280
$8K ﹤0.01%
200
281
$8K ﹤0.01%
181
282
$8K ﹤0.01%
296
283
$8K ﹤0.01%
76
284
$8K ﹤0.01%
300
285
$8K ﹤0.01%
30
286
$8K ﹤0.01%
104
287
$7K ﹤0.01%
111
+4
288
$7K ﹤0.01%
350
289
$7K ﹤0.01%
519
+5
290
$7K ﹤0.01%
6
291
$7K ﹤0.01%
21
292
$7K ﹤0.01%
+100
293
$7K ﹤0.01%
227
294
$7K ﹤0.01%
+300
295
$7K ﹤0.01%
85
296
$7K ﹤0.01%
45
297
$6K ﹤0.01%
400
298
$6K ﹤0.01%
593
299
$6K ﹤0.01%
2,000
300
$6K ﹤0.01%
54