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

Top Buys

1
+$3.35M
2
+$2.61M
3
+$2.08M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.07M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.98M

Top Sells

1
+$1.87M
2
+$1.15M
3
+$1.15M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.08M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

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
476
$0 ﹤0.01%
9
+1
477
$0 ﹤0.01%
7
-1
478
$0 ﹤0.01%
4
+3
479
$0 ﹤0.01%
2
480
$0 ﹤0.01%
4
481
$0 ﹤0.01%
6
482
$0 ﹤0.01%
22
483
– –
0
484
– –
-9
485
– –
-300
486
– –
-50
487
– –
-200
488
– –
-23
489
– –
-2
490
$0 ﹤0.01%
5
491
$0 ﹤0.01%
5
492
– –
-2,190
493
– –
-10
494
– –
-4,205
495
– –
0
496
– –
-3
497
– –
-2
498
$0 ﹤0.01%
27
499
– –
-65
500
– –
-58
17 18 19
20
21