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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 99.96 | 99.96 | 0.00 |
| Bonds | 0.16 | 0.16 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 22.86 | 21.06 |
| Price to Book | 4.60 | 4.04 |
| Price to Sales | 3.21 | 2.75 |
| Price to Cash Flow | 15.33 | 14.22 |
| Dividend Yield | 1.32 | 1.50 |
| 5 Years Earnings Growth | 9.70 | 10.75 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 35.62 | 29.57 |
| Financial Services | 13.20 | 14.71 |
| Consumer Cyclical | 10.67 | 10.40 |
| Communication Services | 10.47 | 9.04 |
| Healthcare | 8.86 | 11.43 |
| Industrials | 7.52 | 9.67 |
| Consumer Defensive | 4.91 | 5.82 |
| Energy | 2.89 | 3.61 |
| Utilities | 2.35 | 2.56 |
| Real Estate | 1.94 | 2.22 |
| Basic Materials | 1.58 | 2.43 |
Number of long holdings: 507
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 7.81 | 186.26 | +2.25% | |
| Microsoft | US5949181045 | 6.60 | 523.61 | +0.59% | |
| Apple | US0378331005 | 6.48 | 262.82 | +1.25% | |
| Amazon.com | US0231351067 | 3.66 | 224.21 | +1.41% | |
| Meta Platforms | US30303M1027 | 2.73 | 738.36 | +0.59% | |
| Broadcom | US11135F1012 | 2.66 | 354.13 | +2.86% | |
| Alphabet A | US02079K3059 | 2.43 | 259.92 | +2.70% | |
| Tesla | US88160R1014 | 2.14 | 433.72 | -3.40% | |
| Alphabet C | US02079K1079 | 1.95 | 260.51 | +2.67% | |
| E-mini S&P 500 Future Dec 25 | - | 1.79 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 16.07B | 5.95 | 20.00 | 13.39 | ||
| Principal Equity Income Inst | 7.04B | 11.82 | 17.11 | 11.62 | ||
| Principal Preferred Securities Inst | 3.71B | 6.75 | 8.78 | 4.64 | ||
| Principal Capital Appreciation Inst | 3.56B | 12.18 | 24.47 | 15.19 | ||
| Principal Real Estate Securities In | 3.66B | 3.69 | 8.24 | 6.87 |
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