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
$642M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.06%
2 Financials 1.24%
3 Technology 1.05%
4 Healthcare 0.51%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
50
427
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400
428
$1K ﹤0.01%
87
429
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25
430
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27
431
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4
432
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23
+10
433
$1K ﹤0.01%
+7
434
$1K ﹤0.01%
84
435
$1K ﹤0.01%
100
436
$1K ﹤0.01%
9
437
$1K ﹤0.01%
6
438
$1K ﹤0.01%
71
439
$1K ﹤0.01%
20
440
$1K ﹤0.01%
30
441
$1K ﹤0.01%
36
+20
442
$1K ﹤0.01%
32
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$1K ﹤0.01%
8
444
$1K ﹤0.01%
170
445
$1K ﹤0.01%
350
446
$0 ﹤0.01%
3
447
-1
448
$0 ﹤0.01%
14
449
$0 ﹤0.01%
10
450
$0 ﹤0.01%
200