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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.900 | 99.900 | 0.000 |
Bonds | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.229 | 19.600 |
Price to Book | 4.006 | 3.693 |
Price to Sales | 2.570 | 2.352 |
Price to Cash Flow | 14.451 | 13.541 |
Dividend Yield | 1.485 | 1.612 |
5 Years Earnings Growth | 12.014 | 11.627 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.830 | 26.593 |
Healthcare | 12.560 | 13.753 |
Financial Services | 12.530 | 14.206 |
Consumer Cyclical | 10.790 | 10.298 |
Communication Services | 8.890 | 8.157 |
Industrials | 8.230 | 10.145 |
Consumer Defensive | 5.930 | 6.508 |
Energy | 3.710 | 4.375 |
Real Estate | 2.310 | 2.382 |
Utilities | 2.130 | 2.394 |
Basic Materials | 2.090 | 2.736 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.00 | 406.32 | +1.82% | |
Apple | US0378331005 | 6.02 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 4.45 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 3.66 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 2.48 | 443.29 | +0.43% | |
E-mini S&P 500 Future Mar 24 | - | 2.20 | - | - | |
Principal Government Money Market R-6 | - | 2.16 | - | - | |
Alphabet A | US02079K3059 | 1.87 | 171.95 | +10.22% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 401.65 | -0.81% | |
Alphabet C | US02079K1079 | 1.59 | 173.69 | +9.97% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.66B | 10.97 | 9.12 | 12.70 | ||
Principal Equity Income Inst | 6.99B | 8.00 | 6.91 | 9.65 | ||
Principal Large Cap S&P 500 Index I | 4.89B | 10.52 | 11.29 | 12.76 | ||
Principal Preferred Securities Inst | 4.2B | 3.75 | 0.54 | 4.28 | ||
Principal Real Estate Securities In | 3.23B | -1.80 | 2.81 | 7.41 |
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