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
$642M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.06%
2 Financials 1.24%
3 Technology 1.05%
4 Healthcare 0.51%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$43K 0.01%
509
+56
202
$42K 0.01%
1,292
+51
203
$42K 0.01%
1,100
204
$41K 0.01%
196
205
$41K 0.01%
1,700
206
$40K 0.01%
284
207
$40K 0.01%
125
208
$40K 0.01%
537
+99
209
$39K 0.01%
426
210
$39K 0.01%
471
211
$38K 0.01%
1,227
+500
212
$38K 0.01%
756
+147
213
$38K 0.01%
603
214
$38K 0.01%
1,352
215
$38K 0.01%
413
-14
216
$38K 0.01%
298
217
$37K 0.01%
1,298
218
$36K 0.01%
753
219
$36K 0.01%
317
220
$36K 0.01%
180
221
$36K 0.01%
262
222
$35K 0.01%
540
+1
223
$35K 0.01%
450
224
$34K 0.01%
426
225
$34K 0.01%
250