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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
$962M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$14.7M
3
+$8.41M
4
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$7.06M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$4.32M

Top Sells

1
+$12.3M
2
+$7.67M
3
+$6.89M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$5.56M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.71M

Sector Composition

1 Technology 1.05%
2 Industrials 0.82%
3 Financials 0.47%
4 Healthcare 0.46%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
1
-1
402
$0 ﹤0.01%
2
403
– –
-5,000
404
$0 ﹤0.01%
4
405
$0 ﹤0.01%
15
406
– –
-2
407
$0 ﹤0.01%
22
408
$0 ﹤0.01%
+3
409
– –
-1,221
410
$0 ﹤0.01%
+11
411
$0 ﹤0.01%
+21
412
$0 ﹤0.01%
10
413
$0 ﹤0.01%
10
414
– –
-10
415
$0 ﹤0.01%
50
416
– –
-212
417
$0 ﹤0.01%
16
418
– –
-100
419
– –
-4
420
$0 ﹤0.01%
8
421
– –
-1,298
422
$0 ﹤0.01%
1
423
– –
-5,000
424
– –
-4
13 14 15 16
17