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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.06 | 0.06 | 0.00 |
Stocks | 99.94 | 99.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.54 | 26.72 |
Price to Book | 3.06 | 4.57 |
Price to Sales | 2.16 | 2.86 |
Price to Cash Flow | 13.88 | 16.69 |
Dividend Yield | 0.67 | 0.67 |
5 Years Earnings Growth | 12.46 | 12.99 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.35 | 9.29 |
Industrials | 18.50 | 18.68 |
Consumer Cyclical | 18.19 | 13.08 |
Technology | 15.74 | 26.71 |
Real Estate | 8.05 | 3.11 |
Basic Materials | 6.26 | 2.86 |
Communication Services | 3.32 | 3.81 |
Utilities | 3.11 | 1.76 |
Healthcare | 3.10 | 17.88 |
Consumer Defensive | 0.38 | 3.06 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Transdigm | US8936411003 | 5.83 | 1,322.13 | +2.18% | |
Copart | US2172041061 | 5.37 | 53.88 | +1.15% | |
Heico A | US4228062083 | 4.98 | 178.45 | +0.79% | |
Brookfield | CA11271J1075 | 4.95 | 41.91 | +1.92% | |
KKR & Co | US48251W1045 | 4.50 | 111.49 | +1.16% | |
O’Reilly Automotive | US67103H1077 | 4.46 | 1,004.24 | +0.42% | |
CoStar | US22160N1090 | 4.31 | 77.64 | +1.21% | |
Hilton Worldwide | US43300A2033 | 4.27 | 210.71 | +2.35% | |
Vulcan Materials | US9291601097 | 3.59 | 249.12 | +1.83% | |
Brown&Brown | US1152361010 | 3.33 | 90.47 | +0.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Equity Income Inst | 7.02B | 7.15 | 4.54 | 9.24 | ||
Principal Large Cap S&P 500 Index I | 5.24B | 11.24 | 9.38 | 12.49 | ||
Principal Preferred Securities Inst | 4.27B | 4.39 | 0.16 | 4.00 | ||
Principal Real Estate Securities In | 3.39B | -3.54 | -0.67 | 6.61 | ||
Principal Large Cap Value III Inst | 3.29B | 7.67 | 6.00 | 9.09 |
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