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
$678M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$2.62M
3 +$2.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.5M
5
SMB icon
VanEck Short Muni ETF
SMB
+$2.11M

Sector Composition

1 Industrials 1.78%
2 Technology 0.91%
3 Financials 0.9%
4 Healthcare 0.44%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
+68
352
$6K ﹤0.01%
79
+2
353
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418
354
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200
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+58
356
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574
357
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101
-200
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102
359
$6K ﹤0.01%
+30
360
$5K ﹤0.01%
479
361
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+46
362
$5K ﹤0.01%
+329
363
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56
364
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53
365
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107
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367
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369
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500
370
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46
371
$5K ﹤0.01%
+147
372
$5K ﹤0.01%
+34
373
$5K ﹤0.01%
+53
374
$4K ﹤0.01%
72
375
$4K ﹤0.01%
+18