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
$872M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$420K
3 +$320K
4
MDT icon
Medtronic
MDT
+$266K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$191K

Sector Composition

1 Technology 0.94%
2 Industrials 0.86%
3 Financials 0.63%
4 Healthcare 0.4%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
146
302
$6K ﹤0.01%
+8
303
$6K ﹤0.01%
+229
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$5K ﹤0.01%
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36
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70
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30
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+10
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$5K ﹤0.01%
316
311
$5K ﹤0.01%
392
-8
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$4K ﹤0.01%
126
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62
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$4K ﹤0.01%
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$4K ﹤0.01%
500
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$3K ﹤0.01%
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$3K ﹤0.01%
31
321
$3K ﹤0.01%
35
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$3K ﹤0.01%
64
323
$3K ﹤0.01%
35
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$3K ﹤0.01%
47
325
$3K ﹤0.01%
36