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
$678M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.51M
3
+$2.49M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.47M
5
SMB icon
VanEck Short Muni ETF
SMB
+$2.09M

Top Sells

1
+$2.75M
2
+$1.26M
3
+$984K
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$969K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$968K

Sector Composition

1 Industrials 1.78%
2 Technology 0.91%
3 Financials 0.9%
4 Healthcare 0.44%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$0 ﹤0.01%
5
477
– –
0
478
$0 ﹤0.01%
4
479
$0 ﹤0.01%
7
480
– –
-114
481
– –
-102
482
$0 ﹤0.01%
13
483
$0 ﹤0.01%
+57
484
$0 ﹤0.01%
9
485
$0 ﹤0.01%
5
486
– –
-125
487
$0 ﹤0.01%
+2
488
$0 ﹤0.01%
+250
489
$0 ﹤0.01%
+20
490
– –
-100
491
$0 ﹤0.01%
3
492
– –
-104
493
$0 ﹤0.01%
+12
494
$0 ﹤0.01%
9
495
$0 ﹤0.01%
+1
496
$0 ﹤0.01%
5
497
$0 ﹤0.01%
+1
498
$0 ﹤0.01%
1
499
$0 ﹤0.01%
2
500
$0 ﹤0.01%
4
17 18 19
20
21