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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.02 | 100.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.84 | 26.63 |
Price to Book | 3.41 | 4.75 |
Price to Sales | 2.42 | 2.94 |
Price to Cash Flow | 17.72 | 17.58 |
Dividend Yield | 0.64 | 0.63 |
5 Years Earnings Growth | 13.47 | 13.42 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.29 | 10.69 |
Industrials | 17.62 | 18.79 |
Consumer Cyclical | 17.08 | 13.21 |
Technology | 14.97 | 26.97 |
Basic Materials | 7.51 | 2.56 |
Real Estate | 6.78 | 2.91 |
Communication Services | 3.98 | 3.73 |
Utilities | 3.47 | 2.04 |
Healthcare | 3.31 | 16.22 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield | CA11271J1075 | 5.00 | 57.06 | +1.73% | |
KKR & Co | US48251W1045 | 5.00 | 148.94 | +0.92% | |
Heico A | US4228062083 | 4.70 | 186.57 | -0.27% | |
Hilton Worldwide | US43300A2033 | 4.56 | 250.71 | +0.52% | |
Transdigm | US8936411003 | 4.39 | 1,290.61 | +1.13% | |
Copart | US2172041061 | 4.34 | 58.36 | +0.24% | |
O’Reilly Automotive | US67103H1077 | 4.20 | 1,207.26 | -0.97% | |
Vulcan Materials | US9291601097 | 3.67 | 262.87 | -0.10% | |
Brown&Brown | US1152361010 | 3.54 | 102.80 | -0.13% | |
CoStar | US22160N1090 | 2.86 | 72.75 | +1.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Equity Income Inst | 7.14B | 23.54 | 9.01 | 10.14 | ||
Principal Large Cap S&P 500 Index I | 6.21B | 27.90 | 11.24 | 13.15 | ||
Principal Preferred Securities Inst | 4.28B | 10.06 | 1.81 | 4.26 | ||
Principal Real Estate Securities In | 3.63B | 13.46 | 1.49 | 7.20 | ||
Principal Large Cap Value III Inst | 3.56B | 21.83 | 10.55 | 9.72 |
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