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PrairieView Partners Portfolio holdings

AUM $1.03B
1-Year Est. Return 11.4%
This Fund
S&P 500
This Quarter Est. Return
-16.95%
1 Year Est. Return
+11.4%
3 Year Est. Return
+34.04%
5 Year Est. Return
+51.99%
10 Year Est. Return
AUM
$397M
AUM Growth
-$68.4M
Cap. Flow
+$19.9M
Cap. Flow %
5%
Top 10 Hldgs %
65.28%
Holding
306
New
221
Increased
39
Reduced
32
Closed

Sector Composition

Rank Sector Weight
1 Industrials 3.86%
2 Financials 1.59%
3 Technology 0.97%
4 Utilities 0.67%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICF icon
176
iShares Select U.S. REIT ETF
ICF
$2.08B
$22K 0.01%
+488
New +$27.3K
VXUS icon
177
Vanguard Total International Stock ETF
VXUS
$162B
$22K 0.01%
+515
New +$26.2K
DVYE icon
178
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$21K 0.01%
+742
New +$27K
IPGP icon
179
IPG Photonics
IPGP
$3.61B
$21K 0.01%
+190
New +$24.8K
RSP icon
180
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$21K 0.01%
+250
New +$26.6K
ATO icon
181
Atmos Energy
ATO
$28.4B
$20K 0.01%
+200
New +$22K
D icon
182
Dominion Energy
D
$59B
$20K 0.01%
+274
New +$22.4K
EMR icon
183
Emerson Electric
EMR
$88.6B
$20K 0.01%
+429
New +$28.2K
JWN
184
DELISTED
Nordstrom
JWN
$20K 0.01%
+400
New +$13.3K
TROW icon
185
T. Rowe Price
TROW
$24.3B
$20K 0.01%
+200
New +$24.5K
WSBC icon
186
WesBanco
WSBC
$4B
$20K 0.01%
+847
New +$26.4K
AVDV icon
187
Avantis International Small Cap Value ETF
AVDV
$19.7B
$19K ﹤0.01%
+507
New +$24.4K
MRK icon
188
Merck
MRK
$323B
$18K ﹤0.01%
+249
New +$19.6K
CI icon
189
Cigna
CI
$73.5B
$17K ﹤0.01%
+97
New +$18.8K
DRI icon
190
Darden Restaurants
DRI
$24.9B
$17K ﹤0.01%
+317
New +$30.8K
IWN icon
191
iShares Russell 2000 Value ETF
IWN
$14.5B
$17K ﹤0.01%
+205
New +$23K
SPYX icon
192
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
$17K ﹤0.01%
+795
New +$19.9K
SYF icon
193
Synchrony
SYF
$25.4B
$17K ﹤0.01%
+1,083
New +$31.6K
BBY icon
194
Best Buy
BBY
$17.4B
$16K ﹤0.01%
+279
New +$22.1K
HSIC icon
195
Henry Schein
HSIC
$9.81B
$16K ﹤0.01%
+314
New +$19.9K
PANW icon
196
Palo Alto Networks
PANW
$314B
$16K ﹤0.01%
+600
New +$20.9K
BAC icon
197
Bank of America
BAC
$447B
$15K ﹤0.01%
+689
New +$20.7K
BNY
198
Bank of New York Mellon
BNY
$108B
$14K ﹤0.01%
+420
New +$17.6K
CRM icon
199
Salesforce
CRM
$162B
$14K ﹤0.01%
+100
New +$17.1K
CRWD icon
200
CrowdStrike
CRWD
$229B
$14K ﹤0.01%
+1,000
New +$14.1K

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PrairieView Partners's Q1 2020 Portfolio in Review

As of Q1 2020, PrairieView Partners held 306 positions worth $397M, down 15% from $465M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

PrairieView Partners deployed $19.9M of net new capital in Q1 2020, opening 221 new positions and adding to 39 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 9,981 shares worth $258K.

By sector, the portfolio is most concentrated in Industrials at 3.9% of assets, down from 4.2% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Vanguard Morningstar Value ETF, an estimated $1.99M trimmed.

  • PrairieView Partners's largest Q1 2020 buy was State Street SPDR Portfolio S&P 500 Value ETF: 9,981 shares worth $258K.
  • PrairieView Partners added most to Schwab US Broad Market ETF in Q1 2020, an estimated $3.48M increase.
  • PrairieView Partners's biggest Q1 2020 reduction was Vanguard Morningstar Value ETF, cutting an estimated $1.99M.
  • PrairieView Partners's ten largest holdings make up 65% of its $397M portfolio in Q1 2020.
  • PrairieView Partners opened 221 new positions and closed 0 in Q1 2020.
  • PrairieView Partners's portfolio value fell 15% quarter-over-quarter to $397M.

Based on PrairieView Partners's 13F filing for Q1 2020, filed 8 Apr 2020.