PP

PrairieView Partners Portfolio holdings

AUM $1.03B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.61%
2 Technology 1.18%
3 Financials 1.07%
4 Communication Services 0.66%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$34K 0.01%
328
202
$34K 0.01%
628
+360
203
$32K ﹤0.01%
174
204
$32K ﹤0.01%
458
+132
205
$31K ﹤0.01%
727
+450
206
$30K ﹤0.01%
113
207
$30K ﹤0.01%
190
208
$30K ﹤0.01%
501
+1
209
$30K ﹤0.01%
200
210
$28K ﹤0.01%
798
211
$27K ﹤0.01%
100
212
$27K ﹤0.01%
450
213
$27K ﹤0.01%
235
214
$27K ﹤0.01%
63
215
$27K ﹤0.01%
+150
216
$26K ﹤0.01%
495
+19
217
$25K ﹤0.01%
332
218
$25K ﹤0.01%
243
+22
219
$24K ﹤0.01%
626
220
$24K ﹤0.01%
314
221
$24K ﹤0.01%
216
222
$23K ﹤0.01%
300
223
$23K ﹤0.01%
200
224
$23K ﹤0.01%
44
225
$22K ﹤0.01%
1,000