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
$642M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.06%
2 Financials 1.24%
3 Technology 1.05%
4 Healthcare 0.51%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K ﹤0.01%
125
327
$10K ﹤0.01%
180
328
$10K ﹤0.01%
229
329
$9K ﹤0.01%
104
+24
330
$9K ﹤0.01%
200
331
$9K ﹤0.01%
1,000
332
$9K ﹤0.01%
110
333
$9K ﹤0.01%
418
334
$9K ﹤0.01%
129
335
$9K ﹤0.01%
324
336
$8K ﹤0.01%
+185
337
$8K ﹤0.01%
227
338
$8K ﹤0.01%
192
339
$8K ﹤0.01%
50
340
$8K ﹤0.01%
122
341
$8K ﹤0.01%
122
342
$8K ﹤0.01%
84
343
$8K ﹤0.01%
73
344
$8K ﹤0.01%
6
345
$8K ﹤0.01%
100
346
$8K ﹤0.01%
37
347
$7K ﹤0.01%
94
348
$7K ﹤0.01%
49
349
$7K ﹤0.01%
+153
350
$7K ﹤0.01%
77