BCHP
Principal Focused Blue Chip ETF
1W: -0.3%
1M: +2.2%
3M: -2.4%
YTD: -2.4%
1Y: -3.8%
3Y: +45.2%
$36.38
+0.32 (+0.89%)
Weekly Expected Move ±2.1%
$34
$35
$36
$36
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$223M
Holdings23
Top 10 Wt73.5%
Volume31,420
Avg Volume29,862
Beta1.06
Portfolio Fundamentals
P/E32.4
P/B11.6
Div Yield0.73%
ROE40.6%
% Profitable92%
Inception2023-07-13
Sector Allocation
Technology
33.1%
Financial Services
24.1%
Communication Services
18.2%
Consumer Cyclical
12.3%
Industrials
9.0%
Healthcare
3.3%
+1 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP COMMON STOCK USD.001 | NVDA | 11.30% | $24.7M | 118,494 |
| 2 | AMAZON.COM INC COMMON STOCK USD.01 | AMZN | 10.92% | $23.9M | 102,247 |
| 3 | MICROSOFT CORP COMMON STOCK USD.00000625 | MSFT | 9.17% | $20.1M | 52,605 |
| 4 | ALPHABET INC CL C COMMON STOCK USD.001 | GOOG | 8.75% | $19.2M | 60,159 |
| 5 | BROOKFIELD CORP COMMON STOCK | BN | 8.46% | $18.5M | 449,388 |
| 6 | BROADCOM INC COMMON STOCK | AVGO | 5.23% | $11.4M | 29,138 |
| 7 | TRANSDIGM GROUP INC COMMON STOCK USD.01 | TDG | 5.03% | $11.0M | 9,076 |
| 8 | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | V | 5.00% | $10.9M | 31,121 |
| 9 | MASTERCARD INC A COMMON STOCK USD.0001 | MA | 4.98% | $10.9M | 20,540 |
| 10 | META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | META | 4.69% | $10.3M | 16,948 |