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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.03 | 0.12 | 0.09 |
Shares | 99.96 | 99.96 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.73 | 27.83 |
Price to Book | 5.60 | 6.60 |
Price to Sales | 3.73 | 4.16 |
Price to Cash Flow | 20.56 | 18.28 |
Dividend Yield | 0.51 | 0.72 |
5 Years Earnings Growth | 16.73 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.34 | 9.27 |
Technology | 22.90 | 38.58 |
Consumer Cyclical | 14.11 | 14.12 |
Industrials | 12.04 | 7.25 |
Communication Services | 10.57 | 11.24 |
Healthcare | 6.31 | 12.78 |
Real Estate | 5.34 | 1.67 |
Basic Materials | 2.33 | 1.90 |
Consumer Defensive | 1.06 | 3.79 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.74 | 423.85 | -0.16% | |
Amazon.com | US0231351067 | 8.66 | 184.30 | -0.38% | |
Alphabet C | US02079K1079 | 5.86 | 175.95 | -1.35% | |
Transdigm | US8936411003 | 5.18 | 1,310.00 | -1.85% | |
Brookfield | CA11271J1075 | 4.96 | 41.52 | -1.87% | |
Mastercard | US57636Q1040 | 4.55 | 449.79 | +0.25% | |
Visa A | US92826C8394 | 4.38 | 278.67 | +0.59% | |
Progressive | US7433151039 | 4.26 | 212.53 | -0.31% | |
Intuit | US4612021034 | 3.99 | 573.90 | +0.22% | |
Netflix | US64110L1061 | 3.32 | 641.63 | -1.06% |
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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