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
$678M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$2.62M
3 +$2.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.5M
5
SMB icon
VanEck Short Muni ETF
SMB
+$2.11M

Sector Composition

1 Industrials 1.78%
2 Technology 0.91%
3 Financials 0.9%
4 Healthcare 0.44%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$43K 0.01%
317
202
$43K 0.01%
1,760
+9
203
$43K 0.01%
+1,435
204
$42K 0.01%
1,100
205
$42K 0.01%
1,000
206
$42K 0.01%
488
207
$41K 0.01%
396
208
$41K 0.01%
400
209
$40K 0.01%
298
210
$39K 0.01%
+2,193
211
$39K 0.01%
413
212
$38K 0.01%
414
213
$38K 0.01%
1,700
214
$38K 0.01%
262
215
$37K 0.01%
112
216
$37K 0.01%
316
217
$37K 0.01%
944
+3
218
$36K 0.01%
1,298
219
$36K 0.01%
603
220
$36K 0.01%
728
-1,261
221
$35K 0.01%
412
222
$35K 0.01%
1,354
+2
223
$35K 0.01%
464
224
$33K ﹤0.01%
337
225
$32K ﹤0.01%
404