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
$738M
AUM Growth
-$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$837K
3
+$793K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$751K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$680K

Top Sells

1
+$1.45M
2
+$828K
3
+$659K
4
VV icon
Vanguard Large-Cap ETF
VV
+$540K
5
SMB icon
VanEck Short Muni ETF
SMB
+$493K

Sector Composition

1 Industrials 1.1%
2 Technology 1.02%
3 Financials 0.62%
4 Healthcare 0.49%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
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