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
$729M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1 +$5.22M
2 +$4.55M
3 +$4.01M
4
VTV icon
Vanguard Value ETF
VTV
+$3.54M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.85M

Sector Composition

1 Industrials 1.44%
2 Technology 1.04%
3 Financials 0.8%
4 Communication Services 0.4%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
324
327
$7K ﹤0.01%
94
328
$7K ﹤0.01%
49
-34
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1,000
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100
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100
-1
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$7K ﹤0.01%
102
334
$6K ﹤0.01%
479
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$6K ﹤0.01%
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336
$6K ﹤0.01%
79
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$6K ﹤0.01%
418
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$6K ﹤0.01%
500
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$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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72
347
$4K ﹤0.01%
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348
$4K ﹤0.01%
200
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$4K ﹤0.01%
35
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$4K ﹤0.01%
70