PP
PrairieView Partners Portfolio holdings
AUM
$1.03B
1-Year Return
11.4%
This Quarter Return
-2.66%
1 Year Return
+11.4%
3 Year Return
+34.04%
5 Year Return
+51.99%
10 Year Return
–
AUM
$738M
AUM Growth
-$26.5M
(-3.5%)
Cap. Flow
-$3.85M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
66.57%
Holding
493
New
17
Increased
54
Reduced
140
Closed
68
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$1.45M |
| 2 |
Netflix
NFLX
|
$828K |
| 3 |
Caterpillar
CAT
|
$659K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$540K |
| 5 |
VanEck Short Muni ETF
SMB
|
$493K |
Sector Composition
| 1 | Industrials | 1.1% |
| 2 | Technology | 1.02% |
| 3 | Financials | 0.62% |
| 4 | Healthcare | 0.49% |
| 5 | Communication Services | 0.29% |
