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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.04 | 100.04 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.98 | 20.01 |
Price to Book | 4.05 | 3.85 |
Price to Sales | 2.71 | 2.55 |
Price to Cash Flow | 13.84 | 13.60 |
Dividend Yield | 1.54 | 1.58 |
5 Years Earnings Growth | 9.92 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.68 | 27.86 |
Financial Services | 14.04 | 14.98 |
Healthcare | 10.85 | 12.51 |
Consumer Cyclical | 10.40 | 10.32 |
Communication Services | 9.46 | 8.46 |
Industrials | 7.66 | 9.73 |
Consumer Defensive | 6.15 | 6.36 |
Energy | 3.18 | 3.84 |
Utilities | 2.56 | 2.71 |
Real Estate | 2.25 | 2.33 |
Basic Materials | 1.77 | 2.39 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.62 | 198.42 | +1.00% | |
Microsoft | US5949181045 | 6.09 | 479.14 | +0.88% | |
NVIDIA | US67066G1040 | 5.53 | 144.69 | +1.92% | |
Amazon.com | US0231351067 | 3.61 | 216.10 | +1.89% | |
Meta Platforms | US30303M1027 | 2.49 | 702.12 | +2.82% | |
Berkshire Hathaway B | US0846707026 | 2.03 | 490.23 | +0.55% | |
Alphabet A | US02079K3059 | 1.92 | 176.77 | +1.20% | |
Broadcom | US11135F1012 | 1.87 | 252.10 | +1.37% | |
E-mini S&P 500 Future June 25 | - | 1.84 | - | - | |
Principal Government Money Market R-6 | - | 1.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.4B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 6.96B | 1.85 | 7.86 | 9.39 | ||
Principal Preferred Securities Inst | 3.76B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.59B | 2.81 | 2.28 | 6.62 | ||
Principal Large Cap Value III Inst | 3.37B | -0.47 | 7.21 | 8.65 |
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