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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.340 | 0.420 | 0.080 |
Shares | 99.640 | 99.640 | 0.000 |
Bonds | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.874 | 27.197 |
Price to Book | 3.414 | 4.846 |
Price to Sales | 2.421 | 2.848 |
Price to Cash Flow | 17.699 | 16.599 |
Dividend Yield | 0.641 | 0.626 |
5 Years Earnings Growth | 13.505 | 13.041 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.100 | 10.963 |
Industrials | 17.620 | 18.201 |
Consumer Cyclical | 17.070 | 13.238 |
Technology | 15.030 | 26.965 |
Basic Materials | 7.550 | 2.365 |
Real Estate | 6.840 | 2.786 |
Communication Services | 3.990 | 4.623 |
Utilities | 3.490 | 2.216 |
Healthcare | 3.300 | 15.719 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KKR & Co | US48251W1045 | 4.94 | 148.26 | +2.27% | |
Brookfield | CA11271J1075 | 4.93 | 67.78 | +1.99% | |
Heico A | US4228062083 | 4.69 | 252.66 | +1.49% | |
Hilton Worldwide | US43300A2033 | 4.55 | 266.85 | -2.55% | |
Transdigm | US8936411003 | 4.38 | 1,597.75 | +1.70% | |
Copart | US2172041061 | 4.33 | 46.86 | +1.01% | |
O’Reilly Automotive | US67103H1077 | 4.19 | 95.42 | +0.07% | |
Vulcan Materials | US9291601097 | 3.67 | 269.11 | +0.50% | |
Brown&Brown | US1152361010 | 3.53 | 103.18 | -0.06% | |
CoStar | US22160N1090 | 2.85 | 91.00 | +6.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.23B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.14B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.57B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.71B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.62B | 2.67 | 4.72 | 7.08 |
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