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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 | 19.604 |
Price to Book | 3.924 | 3.686 |
Price to Sales | 2.531 | 2.353 |
Price to Cash Flow | 14.175 | 13.519 |
Dividend Yield | 1.543 | 1.617 |
5 Years Earnings Growth | 11.720 | 11.599 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.150 | 26.449 |
Financial Services | 12.670 | 14.223 |
Healthcare | 12.320 | 13.693 |
Consumer Cyclical | 10.480 | 10.240 |
Communication Services | 9.140 | 8.197 |
Industrials | 8.280 | 10.174 |
Consumer Defensive | 6.130 | 6.536 |
Energy | 4.090 | 4.480 |
Utilities | 2.430 | 2.491 |
Real Estate | 2.170 | 2.336 |
Basic Materials | 2.140 | 2.749 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.72 | 424.84 | +0.08% | |
Apple | US0378331005 | 5.75 | 195.65 | +0.60% | |
NVIDIA | US67066G1040 | 4.96 | 1,205.46 | -0.37% | |
Amazon.com | US0231351067 | 3.72 | 185.26 | +0.14% | |
Alphabet A | US02079K3059 | 2.23 | 175.94 | -0.45% | |
Meta Platforms | US30303M1027 | 2.20 | 494.79 | +0.21% | |
Alphabet C | US02079K1079 | 1.89 | 177.53 | -0.46% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 415.42 | +1.06% | |
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 | 11.94B | 7.52 | 5.60 | 12.19 | ||
Principal Equity Income Inst | 7.05B | 7.15 | 4.54 | 9.24 | ||
Principal Large Cap S&P 500 Index I | 5.22B | 11.24 | 9.38 | 12.49 | ||
Principal Preferred Securities Inst | 4.28B | 4.39 | 0.16 | 4.00 | ||
Principal Real Estate Securities In | 3.42B | -3.54 | -0.67 | 6.61 |
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