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
$738M
AUM Growth
-$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$828K
3 +$659K
4
VV icon
Vanguard Large-Cap ETF
VV
+$540K
5
SMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K ﹤0.01%
12
302
$7K ﹤0.01%
500
303
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100
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+400
305
$6K ﹤0.01%
479
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$6K ﹤0.01%
91
307
$6K ﹤0.01%
300
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+210
309
$6K ﹤0.01%
400
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$6K ﹤0.01%
418
311
$6K ﹤0.01%
46
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$6K ﹤0.01%
+119
313
$5K ﹤0.01%
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400
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53
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72
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93
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$5K ﹤0.01%
146
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+40
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$4K ﹤0.01%
4,000
323
$4K ﹤0.01%
221
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$4K ﹤0.01%
30
325
$4K ﹤0.01%
500