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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.90 | 99.90 | 0.00 |
Bonds | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.90 | 19.98 |
Price to Book | 4.10 | 3.87 |
Price to Sales | 2.74 | 2.56 |
Price to Cash Flow | 14.07 | 13.67 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.00 | 27.75 |
Financial Services | 14.21 | 15.01 |
Healthcare | 11.19 | 12.65 |
Consumer Cyclical | 10.35 | 10.32 |
Communication Services | 9.33 | 8.43 |
Industrials | 7.46 | 9.60 |
Consumer Defensive | 6.03 | 6.33 |
Energy | 3.66 | 3.94 |
Utilities | 2.72 | 2.79 |
Real Estate | 2.27 | 2.32 |
Basic Materials | 1.79 | 2.38 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.73 | 200.01 | +2.43% | |
Microsoft | US5949181045 | 5.63 | 459.44 | +2.06% | |
NVIDIA | US67066G1040 | 5.35 | 134.83 | +2.70% | |
E-mini S&P 500 Future June 25 | - | 3.74 | - | - | |
Amazon.com | US0231351067 | 3.62 | 205.17 | +2.08% | |
Principal Government Money Market R-6 | - | 3.55 | - | - | |
Meta Platforms | US30303M1027 | 2.54 | 640.40 | +2.13% | |
Berkshire Hathaway B | US0846707026 | 1.97 | 508.67 | +1.03% | |
Alphabet A | US02079K3059 | 1.82 | 172.69 | +2.50% | |
Broadcom | US11135F1012 | 1.58 | 234.91 | +2.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.19B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 6.82B | -2.37 | 7.32 | 9.01 | ||
Principal Preferred Securities Inst | 3.79B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.54B | 2.63 | 0.24 | 6.58 | ||
Principal Large Cap Value III Inst | 3.38B | -3.42 | 7.13 | 8.48 |
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