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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.80 | 0.80 | 0.00 |
Shares | 99.20 | 99.20 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.70 | 20.75 |
Price to Book | 4.17 | 3.96 |
Price to Sales | 2.91 | 2.65 |
Price to Cash Flow | 15.34 | 13.91 |
Dividend Yield | 1.38 | 1.55 |
5 Years Earnings Growth | 9.73 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.58 | 28.78 |
Financial Services | 16.30 | 14.94 |
Healthcare | 10.49 | 11.76 |
Consumer Cyclical | 9.57 | 10.33 |
Consumer Defensive | 7.61 | 6.17 |
Industrials | 6.79 | 9.88 |
Communication Services | 6.44 | 8.67 |
Energy | 3.43 | 3.68 |
Utilities | 2.86 | 2.65 |
Real Estate | 1.93 | 2.25 |
Basic Materials | 0.99 | 2.36 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.99 | 524.94 | -0.53% | |
NVIDIA | US67066G1040 | 6.44 | 179.42 | +0.65% | |
Apple | US0378331005 | 4.67 | 213.25 | +5.09% | |
Amazon.com | US0231351067 | 4.46 | 222.31 | +4.00% | |
Meta Platforms | US30303M1027 | 3.04 | 771.99 | +1.12% | |
JPMorgan | US46625H1005 | 3.03 | 291.35 | -0.01% | |
Broadcom | US11135F1012 | 2.51 | 301.67 | +2.98% | |
Alphabet A | US02079K3059 | 2.19 | 196.09 | +0.73% | |
P&G | US7427181091 | 1.99 | 152.86 | +1.56% | |
Walmart | US9311421039 | 1.98 | 103.36 | +4.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.6B | 5.76 | 24.24 | 14.39 | ||
Invesco Equity and Income A | 10.38B | 5.19 | 10.76 | 7.51 | ||
Invesco Comstock A | 6.95B | 7.48 | 14.74 | 10.18 | ||
Invesco SmallCapValue Y | 4.1B | 0.31 | 20.66 | 11.57 | ||
Invesco Diversified Dividend A | 3.89B | 6.33 | 11.80 | 8.12 |
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