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
$962M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.05%
2 Industrials 0.82%
3 Financials 0.47%
4 Healthcare 0.46%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$11K ﹤0.01%
100
277
$11K ﹤0.01%
2,000
278
$11K ﹤0.01%
+306
279
$11K ﹤0.01%
113
280
$11K ﹤0.01%
72
281
$10K ﹤0.01%
49
282
$10K ﹤0.01%
200
283
$10K ﹤0.01%
100
284
$10K ﹤0.01%
400
285
$10K ﹤0.01%
162
286
$10K ﹤0.01%
84
287
$9K ﹤0.01%
375
288
$9K ﹤0.01%
12
289
$9K ﹤0.01%
242
290
$9K ﹤0.01%
874
-19
291
$9K ﹤0.01%
297
292
$9K ﹤0.01%
418
293
$8K ﹤0.01%
57
294
$8K ﹤0.01%
221
295
$8K ﹤0.01%
533
296
$8K ﹤0.01%
418
297
$7K ﹤0.01%
53
+1
298
$7K ﹤0.01%
46
299
$7K ﹤0.01%
68
300
$6K ﹤0.01%
206