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
476
– –
-794
477
$0 ﹤0.01%
6
478
$0 ﹤0.01%
12
479
$0 ﹤0.01%
22
480
– –
0
481
$0 ﹤0.01%
71
482
– –
-5,100
483
– –
-2,350
484
– –
-20
485
$0 ﹤0.01%
8
-40
486
$0 ﹤0.01%
5
487
– –
-221
488
$0 ﹤0.01%
2
489
– –
-259
490
$0 ﹤0.01%
84
-901
491
– –
-77
492
– –
-17
493
– –
-657
16 17 18 19
20