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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.96 | 99.96 | 0.00 |
Bonds | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.19 | 20.17 |
Price to Book | 4.27 | 3.87 |
Price to Sales | 2.82 | 2.57 |
Price to Cash Flow | 15.16 | 13.63 |
Dividend Yield | 1.45 | 1.58 |
5 Years Earnings Growth | 11.55 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 28.02 |
Financial Services | 12.91 | 14.98 |
Healthcare | 11.18 | 12.33 |
Consumer Cyclical | 10.21 | 10.35 |
Communication Services | 9.11 | 8.50 |
Industrials | 7.55 | 9.77 |
Consumer Defensive | 5.75 | 6.35 |
Energy | 3.37 | 3.79 |
Utilities | 2.70 | 2.70 |
Real Estate | 2.28 | 2.31 |
Basic Materials | 1.93 | 2.39 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.85 | 201.08 | +0.04% | |
NVIDIA | US67066G1040 | 6.52 | 157.75 | +1.76% | |
Microsoft | US5949181045 | 6.03 | 495.94 | -0.30% | |
Amazon.com | US0231351067 | 3.47 | 223.30 | +2.85% | |
E-mini S&P 500 Future Dec 24 | - | 3.41 | - | - | |
Principal Government Money Market R-6 | - | 3.24 | - | - | |
Meta Platforms | US30303M1027 | 2.47 | 733.63 | +1.04% | |
Alphabet A | US02079K3059 | 2.00 | 178.53 | +2.88% | |
Alphabet C | US02079K1079 | 1.66 | 178.27 | +2.20% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 485.68 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.94B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 7.11B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.44B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.68B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.56B | 2.81 | 2.28 | 6.62 |
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