
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 3.63 | 3.49 |
Stocks | 99.82 | 99.82 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.83 | 20.34 |
Price to Book | 4.33 | 3.96 |
Price to Sales | 2.88 | 2.62 |
Price to Cash Flow | 15.69 | 14.37 |
Dividend Yield | 1.43 | 1.54 |
5 Years Earnings Growth | 9.78 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.72 | 28.76 |
Financial Services | 13.16 | 14.50 |
Consumer Cyclical | 11.42 | 10.61 |
Healthcare | 10.10 | 12.17 |
Communication Services | 9.37 | 8.55 |
Industrials | 7.26 | 9.57 |
Consumer Defensive | 5.52 | 6.08 |
Energy | 3.16 | 3.80 |
Utilities | 2.51 | 2.74 |
Real Estate | 2.10 | 2.25 |
Basic Materials | 1.67 | 2.35 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.31 | 245.55 | -0.11% | |
NVIDIA | US67066G1040 | 6.36 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 6.05 | 408.21 | -1.90% | |
Amazon.com | US0231351067 | 3.96 | 216.58 | -2.83% | |
E-mini S&P 500 Future Mar 25 | - | 3.37 | - | - | |
Principal Government Money Market R-6 | - | 3.31 | - | - | |
Meta Platforms | US30303M1027 | 2.46 | 683.55 | -1.62% | |
Tesla | US88160R1014 | 2.18 | 337.80 | -4.68% | |
Alphabet A | US02079K3059 | 2.13 | 179.66 | -2.65% | |
Broadcom | US11135F1012 | 2.09 | 218.66 | -3.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.69B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.19B | 5.07 | 7.37 | 10.29 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.61B | 3.84 | 8.17 | 9.88 | ||
Principal Real Estate Securities In | 3.65B | 0.85 | -1.01 | 5.63 |
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