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
376
$4K ﹤0.01%
+6
377
$4K ﹤0.01%
+80
378
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57
+49
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35
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200
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72
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85
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385
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+30
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146
387
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+570
388
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30
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2,000
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+74
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+37
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47
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63
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70
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148
398
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+200
399
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400
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66