We are live on ! Find out more
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
$738M
AUM Growth
-$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$839K
3
+$796K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$762K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$702K

Top Sells

1
+$1.55M
2
+$975K
3
+$657K
4
VV icon
Vanguard Large-Cap ETF
VV
+$562K
5
SMB icon
VanEck Short Muni ETF
SMB
+$496K

Sector Composition

1 Industrials 1.1%
2 Technology 1.02%
3 Financials 0.64%
4 Healthcare 0.49%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-122
427
$0 ﹤0.01%
87
428
$0 ﹤0.01%
4
429
$0 ﹤0.01%
3
430
$0 ﹤0.01%
25
431
$0 ﹤0.01%
5
-33
432
$0 ﹤0.01%
+15
433
$0 ﹤0.01%
15
434
– –
-58
435
$0 ﹤0.01%
7
436
$0 ﹤0.01%
36
437
– –
-26
438
$0 ﹤0.01%
72
439
$0 ﹤0.01%
5
440
– –
-527
441
– –
-200
442
$0 ﹤0.01%
27
443
– –
-116
444
– –
-28
445
– –
-731
446
– –
-3
447
– –
-429
448
– –
-16
449
– –
-122
450
– –
-250
16 17
18
19 20