Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1721 | RAMP | LIVERAMP HLDGS INC | Technology | 134 | $4K | — | SOLD |
| 1722 | BHE | BENCHMARK ELECTRS INC | Technology | 94 | $4K | — | SOLD |
| 1723 | FDIS | FIDELITY COVINGTON TRUST | — | 35 | $4K | — | SOLD |
| 1724 | AWR | AMER STATES WTR CO | Utilities | 49 | $4K | — | SOLD |
| 1725 | EWI | ISHARES INC | — | 69 | $4K | — | SOLD |
| 1726 | TIMB | TIM S A | Communication Services | 160 | $4K | — | SOLD |
| 1727 | TPLC | TIMOTHY PLAN | — | 77 | $4K | — | SOLD |
| 1728 | PETS | PETMED EXPRESS INC | Healthcare | 1,420 | $4K | — | SOLD |
| 1729 | AUR | AURORA INNOVATION INC | Technology | 660 | $4K | — | SOLD |
| 1730 | FCN | FTI CONSULTING INC | Industrials | 22 | $4K | — | SOLD |
| 1731 | COLM | COLUMBIA SPORTSWEAR CO | Consumer Cyclical | 68 | $4K | — | SOLD |
| 1732 | USLM | UNITED STS LIME &MINERALS I | Basic Materials | 27 | $4K | — | SOLD |
| 1733 | OVLY | OAK VY BANCORP OAKDALE CALIF | Financial Services | 126 | $4K | — | SOLD |
| 1734 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 127 | $4K | — | SOLD |
| 1735 | MYRG | MYR GROUP INC DEL | Industrials | 17 | $4K | — | SOLD |
| 1736 | USCI | UNITED STS COMMODITY INDEX F | Financial Services | 45 | $4K | — | SOLD |
| 1737 | SHO | SUNSTONE HOTEL INVS INC NEW | Real Estate | 374 | $4K | — | SOLD |
| 1738 | YELP | YELP INC | Communication Services | 112 | $3K | — | SOLD |
| 1739 | — | LIBERTY MEDIA CORP DEL | — | 37 | $3K | — | SOLD |
| 1740 | — | VERITEX HLDGS INC | — | 104 | $3K | — | SOLD |
Sector Allocation
Technology
28.5%
Financial Services
20.5%
Consumer Cyclical
10.7%
Communication Services
10.0%
Healthcare
9.5%
Industrials
8.6%
Consumer Defensive
4.5%
Energy
2.8%
Utilities
2.0%
Real Estate
1.5%