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
$811M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Sells

1 +$6.68M
2 +$1.2M
3 +$487K
4
MMM icon
3M
MMM
+$440K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$424K

Sector Composition

1 Industrials 1.07%
2 Technology 1.01%
3 Financials 0.69%
4 Healthcare 0.44%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$5K ﹤0.01%
53
302
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$4K ﹤0.01%
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309
$4K ﹤0.01%
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$4K ﹤0.01%
500
311
$4K ﹤0.01%
380
+1
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$4K ﹤0.01%
44
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$4K ﹤0.01%
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30
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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321
$3K ﹤0.01%
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$3K ﹤0.01%
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323
$3K ﹤0.01%
49
-44
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$3K ﹤0.01%
43
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$2K ﹤0.01%
31