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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 | 19.98 |
Price to Book | 4.05 | 3.86 |
Price to Sales | 2.71 | 2.55 |
Price to Cash Flow | 13.84 | 13.63 |
Dividend Yield | 1.54 | 1.58 |
5 Years Earnings Growth | 9.92 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.68 | 27.80 |
Financial Services | 14.04 | 15.00 |
Healthcare | 10.85 | 12.61 |
Consumer Cyclical | 10.40 | 10.32 |
Communication Services | 9.46 | 8.44 |
Industrials | 7.66 | 9.63 |
Consumer Defensive | 6.15 | 6.35 |
Energy | 3.18 | 3.89 |
Utilities | 2.56 | 2.78 |
Real Estate | 2.25 | 2.33 |
Basic Materials | 1.77 | 2.38 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.62 | 203.92 | +1.64% | |
Microsoft | US5949181045 | 6.09 | 470.38 | +0.58% | |
NVIDIA | US67066G1040 | 5.53 | 141.69 | +1.21% | |
Amazon.com | US0231351067 | 3.61 | 213.55 | +2.71% | |
Meta Platforms | US30303M1027 | 2.49 | 697.70 | +1.91% | |
Berkshire Hathaway B | US0846707026 | 2.03 | 493.53 | +0.98% | |
Alphabet A | US02079K3059 | 1.92 | 173.65 | +3.23% | |
Broadcom | US11135F1012 | 1.87 | 246.89 | -5.02% | |
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 | 14.74B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 6.68B | -2.37 | 7.32 | 9.01 | ||
Principal Large Cap S&P 500 Index I | 5.95B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.88B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.61B | 2.63 | 0.24 | 6.58 |
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