PP
PrairieView Partners Portfolio holdings
AUM
$1.03B
This Quarter Return
+3.73%
1 Year Return
+11.4%
3 Year Return
+34.04%
5 Year Return
+51.99%
10 Year Return
–
AUM
$356M
AUM Growth
–
Cap. Flow
+$356M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.89%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$52.3M |
| 2 |
Vanguard Value ETF
VTV
|
$41.8M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$25.2M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$24.5M |
| 5 |
3M
MMM
|
$17.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 5.11% |
| 2 | Financials | 1.78% |
| 3 | Utilities | 0.86% |
| 4 | Technology | 0.74% |
| 5 | Communication Services | 0.38% |
