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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.82 | 8.55 | 4.73 |
Shares | 96.18 | 96.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.67 | 16.18 |
Price to Book | 2.03 | 2.50 |
Price to Sales | 1.43 | 1.74 |
Price to Cash Flow | 9.59 | 10.49 |
Dividend Yield | 2.52 | 2.48 |
5 Years Earnings Growth | 8.95 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.40 | 21.42 |
Healthcare | 15.94 | 14.48 |
Technology | 12.00 | 13.12 |
Consumer Defensive | 11.00 | 8.17 |
Industrials | 10.04 | 11.93 |
Communication Services | 8.40 | 5.96 |
Consumer Cyclical | 7.68 | 7.22 |
Energy | 7.17 | 7.41 |
Utilities | 3.98 | 5.26 |
Basic Materials | 1.60 | 3.39 |
Real Estate | 0.80 | 3.37 |
Number of long holdings: 88
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.33 | 50.64 | +0.32% | |
Microsoft | US5949181045 | 3.10 | 517.35 | +0.31% | |
Wells Fargo&Co | US9497461015 | 2.78 | 80.67 | +0.21% | |
Cisco | US17275R1023 | 2.47 | 67.92 | -0.57% | |
Chevron | US1667641005 | 2.33 | 153.55 | +0.12% | |
Alphabet A | US02079K3059 | 2.19 | 245.35 | -0.14% | |
CVS Health Corp | US1266501006 | 2.14 | 77.49 | +0.05% | |
State Street | US8574771031 | 2.07 | 116.38 | +1.09% | |
Meta Platforms | US30303M1027 | 1.94 | 710.56 | -2.27% | |
Sysco | US8718291078 | 1.88 | 82.15 | -1.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.59B | 9.47 | 24.10 | 15.19 | ||
Invesco Equity and Income A | 10.52B | 7.90 | 10.35 | 8.21 | ||
Invesco SmallCapValue Y | 4.39B | 7.42 | 21.02 | 13.38 | ||
Invesco Diversified Dividend A | 3.96B | 10.68 | 12.24 | 8.72 | ||
Invesco Charter A | 3.44B | 10.48 | 18.40 | 10.88 |
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