PS
Principal Securities Portfolio holdings
AUM
$6.07B
1-Year Est. Return
14.84%
1 Year Est. Return
+14.84%
AUM
$6.07B
AUM Growth
+$750M
(+14%)
Holding
3,879
Top Buys
| 1 | +$40M | |
| 2 | +$28.9M | |
| 3 | +$25.4M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$25M |
| 5 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$24.3M |
Top Sells
| 1 | +$35.6M | |
| 2 | +$14.9M | |
| 3 | +$10.9M | |
| 4 |
Vanguard Communication Services ETF
VOX
|
+$9.9M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.2M |
Sector Composition
| 1 | Technology | 8.76% |
| 2 | Financials | 4.51% |
| 3 | Consumer Discretionary | 3.45% |
| 4 | Communication Services | 3.01% |
| 5 | Healthcare | 2.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3876
Skyward Specialty Insurance
SKWD
$1.83B
| – | – |
-38
|
|
||
|
SKX
3877
DELISTED
Skechers
SKX
| – | – |
-286
|
|
||
3878
iShares MSCI India Small-Cap ETF
SMIN
$812M
| – | – |
-5
|
|
||
3879
NEOS S&P 500 High Income ETF
SPYI
$6.25B
| – | – |
-20
|
|