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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 | 20.75 |
Price to Book | 4.27 | 3.96 |
Price to Sales | 2.82 | 2.65 |
Price to Cash Flow | 15.16 | 13.91 |
Dividend Yield | 1.45 | 1.55 |
5 Years Earnings Growth | 11.55 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 28.78 |
Financial Services | 12.91 | 14.94 |
Healthcare | 11.18 | 11.76 |
Consumer Cyclical | 10.21 | 10.33 |
Communication Services | 9.11 | 8.67 |
Industrials | 7.55 | 9.88 |
Consumer Defensive | 5.75 | 6.17 |
Energy | 3.37 | 3.68 |
Utilities | 2.70 | 2.65 |
Real Estate | 2.28 | 2.25 |
Basic Materials | 1.93 | 2.36 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.85 | 202.29 | -2.55% | |
NVIDIA | US67066G1040 | 6.52 | 174.59 | -1.84% | |
Microsoft | US5949181045 | 6.03 | 521.77 | -2.20% | |
Amazon.com | US0231351067 | 3.47 | 215.49 | -7.96% | |
E-mini S&P 500 Future Dec 24 | - | 3.41 | - | - | |
Principal Government Money Market R-6 | - | 3.24 | - | - | |
Meta Platforms | US30303M1027 | 2.47 | 750.46 | -2.97% | |
Alphabet A | US02079K3059 | 2.00 | 188.23 | -1.91% | |
Alphabet C | US02079K1079 | 1.66 | 189.18 | -1.91% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 475.30 | +0.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.46B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.19B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.63B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.71B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.58B | 2.67 | 4.72 | 7.08 |
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