
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 3.76 | 3.59 |
Stocks | 99.81 | 99.81 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.24 | 20.51 |
Price to Book | 4.35 | 3.98 |
Price to Sales | 2.89 | 2.63 |
Price to Cash Flow | 14.96 | 14.17 |
Dividend Yield | 1.43 | 1.54 |
5 Years Earnings Growth | 11.00 | 11.13 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.03 | 28.27 |
Financial Services | 14.05 | 14.88 |
Healthcare | 10.78 | 12.32 |
Consumer Cyclical | 10.68 | 10.53 |
Communication Services | 9.45 | 8.59 |
Industrials | 7.33 | 9.54 |
Consumer Defensive | 5.86 | 6.13 |
Energy | 3.30 | 3.83 |
Utilities | 2.57 | 2.71 |
Real Estate | 2.19 | 2.29 |
Basic Materials | 1.75 | 2.34 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.96 | 198.15 | +4.06% | |
NVIDIA | US67066G1040 | 5.84 | 110.93 | +3.12% | |
Microsoft | US5949181045 | 5.62 | 388.45 | +1.86% | |
Amazon.com | US0231351067 | 3.78 | 184.87 | +2.01% | |
E-mini S&P 500 Future Mar 25 | - | 3.42 | - | - | |
Principal Government Money Market R-6 | - | 3.29 | - | - | |
Meta Platforms | US30303M1027 | 2.77 | 543.57 | -0.50% | |
Alphabet A | US02079K3059 | 1.89 | 157.14 | +2.83% | |
Berkshire Hathaway B | US0846707026 | 1.79 | 524.11 | +1.61% | |
Broadcom | US11135F1012 | 1.77 | 181.94 | +5.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.75B | -0.40 | 9.34 | 11.64 | ||
Principal Equity Income Inst | 6.27B | 0.64 | 6.30 | 9.43 | ||
Principal Preferred Securities Inst | 3.83B | 1.34 | 3.67 | 4.07 | ||
Principal Real Estate Securities In | 3.37B | 3.60 | -0.78 | 6.04 | ||
Principal Large Cap Value III Inst | 3.2B | -0.21 | 6.23 | 8.95 |
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