PSP
Principal Street Partners Portfolio holdings
AUM
$1.02B
1-Year Est. Return
20.82%
1 Year Est. Return
+20.82%
AUM
$1.02B
AUM Growth
+$482M
(+90%)
Holding
383
Top Buys
| 1 | +$44.7M | |
| 2 | +$38.8M | |
| 3 | +$30.7M | |
| 4 |
Amazon
AMZN
|
+$29.9M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$28.3M |
Top Sells
| 1 | +$4.7M | |
| 2 | +$4.29M | |
| 3 | +$4.1M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.2M |
| 5 |
UnitedHealth
UNH
|
+$835K |
Sector Composition
| 1 | Technology | 21.44% |
| 2 | Communication Services | 10.92% |
| 3 | Financials | 9.83% |
| 4 | Consumer Discretionary | 9.19% |
| 5 | Healthcare | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 2000 Value ETF
IWN
$12B
| $1.94M | 0.19% |
12,280
+6,168
|
|
||
77
Global X Artificial Intelligence & Technology ETF
AIQ
$5.45B
| $1.93M | 0.19% |
44,214
+22,107
|
|
||
78
Apollo Global Management
APO
$69.4B
| $1.82M | 0.18% |
12,857
+8,354
|
|
||
79
Accenture
ACN
$148B
| $1.81M | 0.18% |
6,053
+4,001
|
|
||
80
Novo Nordisk
NVO
$242B
| $1.78M | 0.17% |
25,783
+16,270
|
|
||
81
Dimensional US Equity ETF
DFUS
$17B
| $1.75M | 0.17% |
26,076
+13,073
|
|
||
82
Vertex Pharmaceuticals
VRTX
$107B
| $1.72M | 0.17% |
3,871
+1,535
|
|
||
83
Procter & Gamble
PG
$354B
| $1.69M | 0.17% |
10,579
+6,575
|
|
||
84
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
| $1.67M | 0.16% |
15,266
+5,089
|
|
||
85
Deere & Co
DE
$124B
| $1.65M | 0.16% |
3,250
+2,116
|
|
||
86
GE Vernova
GEV
$163B
| $1.62M | 0.16% |
+3,056
|
|
||
87
Ferrari
RACE
$71B
| $1.48M | 0.15% |
3,024
+2,046
|
|
||
88
ServiceNow
NOW
$188B
| $1.48M | 0.15% |
1,443
+448
|
|
||
89
Novartis
NVS
$254B
| $1.48M | 0.15% |
12,228
+6,148
|
|
||
90
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $1.46M | 0.14% |
17,096
+8,548
|
|
||
91
Vanguard Russell 3000 ETF
VTHR
$3.64B
| $1.43M | 0.14% |
5,248
+2,624
|
|
||
92
Palantir
PLTR
$423B
| $1.42M | 0.14% |
10,401
+7,840
|
|
||
93
Cisco
CSCO
$277B
| $1.41M | 0.14% |
20,354
+11,180
|
|
||
94
Unilever
UL
$155B
| $1.41M | 0.14% |
23,064
+15,320
|
|
||
95
Lowe's Companies
LOW
$137B
| $1.4M | 0.14% |
6,322
+2,427
|
|
||
96
ASML
ASML
$400B
| $1.37M | 0.13% |
1,705
+1,150
|
|
||
97
Palo Alto Networks
PANW
$141B
| $1.35M | 0.13% |
6,603
+1,658
|
|
||
98
Garmin
GRMN
$47.9B
| $1.34M | 0.13% |
6,410
+3,173
|
|
||
99
Salesforce
CRM
$231B
| $1.32M | 0.13% |
4,829
+1,479
|
|
||
100
Royal Bank of Canada
RY
$206B
| $1.31M | 0.13% |
9,950
+5,024
|
|