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
$397M
AUM Growth
-$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$1.73M
3 +$1.64M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.3M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.17M

Sector Composition

1 Industrials 3.86%
2 Financials 1.59%
3 Technology 0.97%
4 Utilities 0.67%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
+27
302
$0 ﹤0.01%
+3
303
$0 ﹤0.01%
+39
304
$0 ﹤0.01%
+108
305
$0 ﹤0.01%
+27
306
$0 ﹤0.01%
+50