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
$670M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

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
376
$0 ﹤0.01%
1
377
$0 ﹤0.01%
10
378
-4,500
379
$0 ﹤0.01%
+16
380
-11
381
$0 ﹤0.01%
1
382
$0 ﹤0.01%
7
383
$0 ﹤0.01%
4
384
$0 ﹤0.01%
3
385
$0 ﹤0.01%
7
386
$0 ﹤0.01%
47
387
$0 ﹤0.01%
+2
388
0
389
$0 ﹤0.01%
5
390
$0 ﹤0.01%
84