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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.920 | 99.920 | 0.000 |
Bonds | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.775 | 19.649 |
Price to Book | 3.924 | 3.696 |
Price to Sales | 2.531 | 2.360 |
Price to Cash Flow | 14.175 | 13.569 |
Dividend Yield | 1.543 | 1.613 |
5 Years Earnings Growth | 11.720 | 11.606 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.150 | 26.477 |
Financial Services | 12.670 | 14.235 |
Healthcare | 12.320 | 13.688 |
Consumer Cyclical | 10.480 | 10.247 |
Communication Services | 9.140 | 8.200 |
Industrials | 8.280 | 10.186 |
Consumer Defensive | 6.130 | 6.528 |
Energy | 4.090 | 4.458 |
Utilities | 2.430 | 2.440 |
Real Estate | 2.170 | 2.353 |
Basic Materials | 2.140 | 2.750 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.72 | 415.13 | +0.23% | |
Apple | US0378331005 | 5.75 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 4.96 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 3.72 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 2.23 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 2.20 | 466.83 | +0.05% | |
Alphabet C | US02079K1079 | 1.89 | 173.96 | +0.21% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 414.40 | +1.42% | |
Principal Government Money Market R-6 | - | 1.55 | - | - | |
E-mini S&P 500 Future June 24 | - | 1.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.84B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 6.98B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.1B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.28B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.28B | 4.61 | 5.62 | 8.97 |
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