BCHP Top Holdings - Principal Focused Blue Chip ETF Description & Holdings Breakdown

The Principal Focused Blue Chip ETF (ticker symbol BCHP) is designed to provide investors with targeted exposure to a concentrated portfolio of high-quality, large-cap U.S. The fund's active management strategy focuses on fundamental research, prioritizing companies with proven track records of earnings growth, robust cash flows, and strong balance sheets.
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Principal Focused Blue Chip ETF

Fund Name: Principal Focused Blue Chip ETF
Issuer: Principal Financial Services
Total Net Assets: $225,578,187
Inception: 07/12/2023
Related Index: A semi-transparent ETF that seeks long-term growth of capital. Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the Fund's investment advisor, display characteristics of a "blue chip" company. For this Fund, companies with large market capitalizations are those with market capitalizations similar to companies in the Russell 1000 Growth Index (as of April 30, 2023, this was between approximately $659.2 million and $2.7 trillion). Blue chip companies are firms that, in PGI's view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. In selecting securities for the Fund's portfolio, PGI uses a bottom-up, fundamental process, focusing on, among other things, competitive position, company management and culture, free cash flow, and risk. The Fund invests in securities of foreign companies. The Fund also invests in the securities of companies that are in the financial services and information technology sectors.
Expense Ratio:  0.58% 
Net Asset Value:  $38.01  
Recent NAV Premium:  0.00% 
NAV Symbol:  BCHP.NV  
Number of Holdings:    
Annualized Yield:  0.00%  
Annualized Distribution:  0.00  
The table below shows the largest positions in BCHP, ranked by portfolio weight.
Stock Weight Amount
Nvidia Corp Common Stock 12.07% $27,232,630
AMAZON.COM Inc Common Stock 10.83% $24,423,999
Microsoft Corp Common Stock 10.77% $24,302,308
Alphabet Inc CL C Common Stock 10.31% $23,264,036
Brookfield Corp Common Stock 7.44% $16,774,106
List of all 23 stocks held by BCHP »


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