Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1941 | DEEF | DBX ETF TR | — | 50 | $2K | — | SOLD |
| 1942 | UCTT | ULTRA CLEAN HLDGS INC | Technology | 63 | $2K | — | SOLD |
| 1943 | VSLU | ETF OPPORTUNITIES TRUST | — | 40 | $2K | — | SOLD |
| 1944 | — | HEIDRICK &STRUGGLES INTL IN | — | 34 | $2K | — | SOLD |
| 1945 | ESRT | EMPIRE ST RLTY TR INC | Real Estate | 217 | $2K | — | SOLD |
| 1946 | REMX | VANECK ETF TRUST | — | 25 | $2K | — | SOLD |
| 1947 | FVRR | FIVERR INTL LTD | Communication Services | 67 | $2K | — | SOLD |
| 1948 | STRA | STRATEGIC ED INC | Consumer Defensive | 19 | $2K | — | SOLD |
| 1949 | COTY | COTY INC | Consumer Defensive | 404 | $2K | — | SOLD |
| 1950 | HUBG | HUB GROUP INC | Industrials | 47 | $2K | — | SOLD |
| 1951 | IFN | INDIA FD INC | Financial Services | 110 | $2K | — | SOLD |
| 1952 | BANC | BANC OF CALIFORNIA INC | Financial Services | 97 | $2K | — | SOLD |
| 1953 | ACMR | ACM RESH INC | Technology | 41 | $2K | — | SOLD |
| 1954 | NCNO | NCINO INC | Technology | 59 | $2K | — | SOLD |
| 1955 | PSMJ | PACER FDS TR | — | 50 | $2K | — | SOLD |
| 1956 | GXC | SPDR INDEX SHS FDS | — | 15 | $2K | — | SOLD |
| 1957 | JFLX | J P MORGAN EXCHANGE TRADED F | — | 31 | $2K | — | SOLD |
| 1958 | FIG | FIGMA INC | Technology | 30 | $2K | — | SOLD |
| 1959 | EBS | EMERGENT BIOSOLUTIONS INC | Healthcare | 176 | $2K | — | SOLD |
| 1960 | LI | LI AUTO INC | Consumer Cyclical | 61 | $2K | — | 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%