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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
$811M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.53M
3
+$2.28M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.7M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.07M

Top Sells

1
+$6.56M
2
+$1.17M
3
+$480K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$395K
5
MMM icon
3M
MMM
+$386K

Sector Composition

1 Industrials 1.07%
2 Technology 1.01%
3 Financials 0.7%
4 Healthcare 0.44%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-37
402
$0 ﹤0.01%
10
403
$0 ﹤0.01%
2
404
– –
-16
405
$0 ﹤0.01%
2
406
$0 ﹤0.01%
12
-72
407
$0 ﹤0.01%
4
408
– –
-692
409
$0 ﹤0.01%
6
410
$0 ﹤0.01%
2
-10
411
– –
0
412
– –
-229
413
$0 ﹤0.01%
71
414
$0 ﹤0.01%
2
-1
415
– –
-4,000
416
– –
-91
417
$0 ﹤0.01%
1
418
– –
-221
419
– –
-10
420
– –
-33
421
$0 ﹤0.01%
4
-28
422
– –
-32
423
– –
-1,800
424
– –
-200
425
– –
-800
14 15 16
17
18