PP
PrairieView Partners Portfolio holdings
AUM
$1.03B
1-Year Return
11.4%
This Quarter Return
+2.66%
1 Year Return
+11.4%
3 Year Return
+34.04%
5 Year Return
+51.99%
10 Year Return
–
AUM
$764M
AUM Growth
+$35M
(+4.8%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
65.21%
Holding
492
New
44
Increased
105
Reduced
86
Closed
16
Top Buys
Top Sells
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.34M |
| 2 |
Avantis US Equity ETF
AVUS
|
$944K |
| 3 |
VanEck Short Muni ETF
SMB
|
$829K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$754K |
| 5 |
3M
MMM
|
$667K |
Sector Composition
| 1 | Technology | 1.38% |
| 2 | Industrials | 1.31% |
| 3 | Financials | 0.79% |
| 4 | Healthcare | 0.54% |
| 5 | Communication Services | 0.46% |
