
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.17 | 0.00 |
Shares | 99.82 | 99.82 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.91 | 27.27 |
Price to Book | 3.50 | 4.88 |
Price to Sales | 2.51 | 2.96 |
Price to Cash Flow | 17.07 | 17.44 |
Dividend Yield | 0.62 | 0.61 |
5 Years Earnings Growth | 12.22 | 13.90 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.35 | 10.95 |
Industrials | 18.74 | 18.04 |
Consumer Cyclical | 17.30 | 13.23 |
Technology | 13.56 | 27.95 |
Basic Materials | 6.92 | 2.28 |
Real Estate | 5.52 | 2.73 |
Communication Services | 4.54 | 4.10 |
Healthcare | 3.81 | 15.65 |
Utilities | 3.26 | 2.04 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heico A | US4228062083 | 5.11 | 190.91 | -2.79% | |
Transdigm | US8936411003 | 5.09 | 1,306.55 | -2.33% | |
Brookfield | CA11271J1075 | 4.90 | 48.02 | -3.38% | |
Hilton Worldwide | US43300A2033 | 4.74 | 204.59 | -2.78% | |
O’Reilly Automotive | US67103H1077 | 4.64 | 1,368.50 | -1.61% | |
Copart | US2172041061 | 4.38 | 58.73 | -1.59% | |
KKR & Co | US48251W1045 | 4.05 | 97.95 | -5.24% | |
Brown&Brown | US1152361010 | 3.81 | 113.42 | -3.24% | |
Vulcan Materials | US9291601097 | 3.36 | 234.17 | -3.21% | |
CoStar | US22160N1090 | 2.77 | 77.81 | -2.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.09B | -0.40 | 9.34 | 11.64 | ||
Principal Equity Income Inst | 6.45B | 0.64 | 6.30 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 5.66B | -4.31 | 8.88 | 12.31 | ||
Principal Preferred Securities Inst | 3.83B | 1.34 | 3.67 | 4.07 | ||
Principal Real Estate Securities In | 3.54B | 3.60 | -0.78 | 6.04 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review