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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 | 26.92 |
Price to Book | 3.06 | 4.61 |
Price to Sales | 2.16 | 2.88 |
Price to Cash Flow | 13.88 | 16.83 |
Dividend Yield | 0.67 | 0.66 |
5 Years Earnings Growth | 12.46 | 13.12 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.35 | 9.29 |
Industrials | 18.50 | 18.62 |
Consumer Cyclical | 18.19 | 13.13 |
Technology | 15.74 | 26.74 |
Real Estate | 8.05 | 3.12 |
Basic Materials | 6.26 | 2.85 |
Communication Services | 3.32 | 3.76 |
Utilities | 3.11 | 1.76 |
Healthcare | 3.10 | 17.94 |
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 | 1,350.39 | +1.48% | |
Copart | US2172041061 | 5.37 | 54.02 | +0.93% | |
Heico A | US4228062083 | 4.98 | 175.26 | +0.56% | |
Brookfield | CA11271J1075 | 4.95 | 44.78 | +1.32% | |
KKR & Co | US48251W1045 | 4.50 | 106.43 | +2.36% | |
O’Reilly Automotive | US67103H1077 | 4.46 | 986.96 | +1.14% | |
CoStar | US22160N1090 | 4.31 | 85.93 | +0.28% | |
Hilton Worldwide | US43300A2033 | 4.27 | 203.24 | +1.60% | |
Vulcan Materials | US9291601097 | 3.59 | 259.25 | +0.79% | |
Brown&Brown | US1152361010 | 3.33 | 89.35 | +0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.15B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.1B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.16B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.33B | 4.61 | 5.62 | 8.97 |
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