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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
$704M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.33M
3
+$2.26M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.04M

Top Sells

1
+$3.08M
2
+$1.58M
3
+$1.22M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$573K

Sector Composition

1 Industrials 2.06%
2 Technology 1.27%
3 Financials 1.2%
4 Communication Services 0.56%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
35
402
$2K ﹤0.01%
73
403
$2K ﹤0.01%
29
404
$2K ﹤0.01%
36
405
$2K ﹤0.01%
350
406
$2K ﹤0.01%
170
407
$2K ﹤0.01%
350
408
$2K ﹤0.01%
36
409
$2K ﹤0.01%
80
410
$2K ﹤0.01%
84
411
$2K ﹤0.01%
13
+2
412
$2K ﹤0.01%
110
+102
413
$2K ﹤0.01%
71
414
$2K ﹤0.01%
9
415
$1K ﹤0.01%
7
416
$1K ﹤0.01%
14
417
$1K ﹤0.01%
27
418
$1K ﹤0.01%
+23
419
$1K ﹤0.01%
16
420
$1K ﹤0.01%
+8
421
$1K ﹤0.01%
200
422
$1K ﹤0.01%
3
+1
423
$1K ﹤0.01%
87
424
$1K ﹤0.01%
11
425
$1K ﹤0.01%
4
15 16
17
18 19