PP
PrairieView Partners Portfolio holdings
AUM
$1.03B
1-Year Return
11.4%
This Quarter Return
+8.29%
1 Year Return
+11.4%
3 Year Return
+34.04%
5 Year Return
+51.99%
10 Year Return
–
AUM
$678M
AUM Growth
+$67M
(+11%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
64.75%
Holding
515
New
58
Increased
94
Reduced
83
Closed
20
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.39M |
| 2 |
Avantis International Equity ETF
AVDE
|
$2.62M |
| 3 |
Avantis International Small Cap Value ETF
AVDV
|
$2.59M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.5M |
| 5 |
VanEck Short Muni ETF
SMB
|
$2.11M |
Top Sells
Sector Composition
| 1 | Industrials | 1.78% |
| 2 | Technology | 0.91% |
| 3 | Financials | 0.9% |
| 4 | Healthcare | 0.44% |
| 5 | Communication Services | 0.37% |
