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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
$764M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.59M
3
+$1.55M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$1.34M
2
+$899K
3
+$831K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$713K
5
MMM icon
3M
MMM
+$677K

Sector Composition

1 Technology 1.38%
2 Industrials 1.31%
3 Financials 0.81%
4 Healthcare 0.54%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$0 ﹤0.01%
5
477
$0 ﹤0.01%
2
-300
478
$0 ﹤0.01%
4
479
$0 ﹤0.01%
6
480
– –
-100
481
$0 ﹤0.01%
12
-2
482
$0 ﹤0.01%
22
483
– –
0
484
$0 ﹤0.01%
71
485
$0 ﹤0.01%
20
486
– –
-107
487
– –
-1,550
488
$0 ﹤0.01%
200
489
$0 ﹤0.01%
3
490
$0 ﹤0.01%
8
491
$0 ﹤0.01%
4
16 17 18 19
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