We are live on ! Find out more
PP

PrairieView Partners Portfolio holdings

AUM $1.03B
1-Year Est. Return 11.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.32M
3
+$1.24M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.19M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.12M

Top Sells

1
+$238K
2
+$188K
3
+$175K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$161K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$148K

Sector Composition

1 Industrials 2.61%
2 Technology 1.18%
3 Financials 1.07%
4 Communication Services 0.66%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+70
352
$1K ﹤0.01%
16
353
$1K ﹤0.01%
17
354
$1K ﹤0.01%
27
355
$1K ﹤0.01%
11
356
$1K ﹤0.01%
6
+4
357
$1K ﹤0.01%
+20
358
$1K ﹤0.01%
5
359
$1K ﹤0.01%
84
360
$1K ﹤0.01%
9
+2
361
$1K ﹤0.01%
10
362
$1K ﹤0.01%
9
+4
363
$1K ﹤0.01%
6
364
$1K ﹤0.01%
6
365
$1K ﹤0.01%
7
366
$1K ﹤0.01%
5
-14
367
– –
-4,500
368
$0 ﹤0.01%
4
369
$0 ﹤0.01%
27
370
$0 ﹤0.01%
3
371
$0 ﹤0.01%
1
372
$0 ﹤0.01%
10
373
$0 ﹤0.01%
+16
374
– –
-11
375
$0 ﹤0.01%
1
12 13 14
15
16