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 | |
|---|---|---|---|---|---|---|
101
TSMC
TSM
$1.53T
| $1.3M | 0.13% |
5,743
+3,883
|
|
||
102
TotalEnergies
TTE
$133B
| $1.28M | 0.13% |
20,793
+15,153
|
|
||
103
Goldman Sachs
GS
$232B
| $1.25M | 0.12% |
1,767
+151
|
|
||
104
Shell
SHEL
$209B
| $1.2M | 0.12% |
17,112
+11,395
|
|
||
105
Cboe Global Markets
CBOE
$25.1B
| $1.19M | 0.12% |
5,094
+2,554
|
|
||
106
VanEck Agribusiness ETF
MOO
$606M
| $1.18M | 0.12% |
16,064
+4,323
|
|
||
107
T-Mobile US
TMUS
$258B
| $1.17M | 0.11% |
4,920
+1,356
|
|
||
108
Triple Flag Precious Metals
TFPM
$6.38B
| $1.15M | 0.11% |
48,670
+24,364
|
|
||
109
Haleon
HLN
$42.2B
| $1.14M | 0.11% |
110,050
+60,583
|
|
||
110
Micron Technology
MU
$227B
| $1.13M | 0.11% |
+9,163
|
|
||
111
Autodesk
ADSK
$64.7B
| $1.13M | 0.11% |
3,645
+829
|
|
||
112
Philip Morris
PM
$246B
| $1.13M | 0.11% |
6,185
+4,614
|
|
||
113
Walt Disney
DIS
$199B
| $1.09M | 0.11% |
8,762
+1,380
|
|
||
114
Cigna
CI
$79.9B
| $1.08M | 0.11% |
3,276
+2,186
|
|
||
115
Kroger
KR
$45.7B
| $1.03M | 0.1% |
14,323
+6,702
|
|
||
|
ABB
116
DELISTED
ABB Ltd
ABB
| $1.01M | 0.1% |
16,970
+8,485
|
|
||
117
Adobe
ADBE
$140B
| $1.01M | 0.1% |
2,605
+1,632
|
|
||
118
Oracle
ORCL
$830B
| $998K | 0.1% |
4,564
+2,784
|
|
||
119
Cheniere Energy
LNG
$48.1B
| $998K | 0.1% |
4,097
+470
|
|
||
120
RELX
RELX
$82.3B
| $997K | 0.1% |
18,340
+9,170
|
|
||
121
Advanced Micro Devices
AMD
$378B
| $992K | 0.1% |
6,988
+5,003
|
|
||
122
McDonald's
MCD
$220B
| $986K | 0.1% |
3,375
+2,158
|
|
||
123
O'Reilly Automotive
ORLY
$86.2B
| $975K | 0.1% |
10,815
+1,815
|
|
||
124
TJX Companies
TJX
$160B
| $954K | 0.09% |
7,724
+4,914
|
|
||
125
Autoliv
ALV
$8.96B
| $909K | 0.09% |
8,122
+3,992
|
|