Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1221 | JMSI | J P MORGAN EXCHANGE TRADED F | — | 296 | $15K | — | SOLD |
| 1222 | COCO | VITA COCO CO INC | Consumer Defensive | 348 | $15K | — | SOLD |
| 1223 | CMC | COMMERCIAL METALS CO | Basic Materials | 258 | $15K | — | SOLD |
| 1224 | SKY | CHAMPION HOMES INC | Consumer Cyclical | 193 | $15K | — | SOLD |
| 1225 | RH | RH | Consumer Cyclical | 72 | $15K | — | SOLD |
| 1226 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 708 | $15K | — | SOLD |
| 1227 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 276 | $15K | — | SOLD |
| 1228 | — | BUNGE GLOBAL SA | — | 179 | $15K | — | SOLD |
| 1229 | RGS | REGIS CORPORATION | Consumer Cyclical | 500 | $15K | — | SOLD |
| 1230 | NSP | INSPERITY INC | Industrials | 296 | $15K | — | SOLD |
| 1231 | RING | ISHARES INC | — | 225 | $15K | — | SOLD |
| 1232 | ALRM | ALARM COM HLDGS INC | Technology | 274 | $15K | — | SOLD |
| 1233 | ESTC | ELASTIC N V | Technology | 172 | $15K | — | SOLD |
| 1234 | PATH | UIPATH INC | Technology | 1,086 | $15K | — | SOLD |
| 1235 | OXM | OXFORD INDS INC | Consumer Cyclical | 358 | $15K | — | SOLD |
| 1236 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 179 | $15K | — | SOLD |
| 1237 | JMTG | J P MORGAN EXCHANGE TRADED F | — | 284 | $14K | — | SOLD |
| 1238 | DBAW | DBX ETF TR | — | 367 | $14K | — | SOLD |
| 1239 | IYT | ISHARES TR | — | 201 | $14K | — | SOLD |
| 1240 | BAP | CREDICORP LTD | Financial Services | 54 | $14K | — | SOLD |
Sector Allocation
Technology
29.1%
Financial Services
20.7%
Consumer Cyclical
10.9%
Healthcare
9.7%
Industrials
8.8%
Communication Services
8.2%
Consumer Defensive
4.6%
Energy
2.9%
Utilities
2.1%
Real Estate
1.6%