
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.69 | 7.01 | 4.32 |
Shares | 97.31 | 97.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.96 | 16.07 |
Price to Book | 2.17 | 2.50 |
Price to Sales | 1.53 | 1.72 |
Price to Cash Flow | 10.22 | 10.49 |
Dividend Yield | 2.47 | 2.49 |
5 Years Earnings Growth | 12.76 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.65 | 21.44 |
Healthcare | 17.57 | 14.59 |
Industrials | 11.11 | 11.95 |
Consumer Defensive | 11.01 | 8.20 |
Technology | 10.68 | 13.16 |
Communication Services | 9.17 | 5.89 |
Energy | 8.88 | 7.40 |
Consumer Cyclical | 5.74 | 7.11 |
Utilities | 2.57 | 5.23 |
Basic Materials | 2.21 | 3.37 |
Real Estate | 0.38 | 3.38 |
Number of long holdings: 86
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 82.18 | +0.24% | |
Bank of America | US0605051046 | 3.11 | 50.74 | +0.50% | |
Microsoft | US5949181045 | 2.30 | 506.69 | -0.58% | |
Cisco | US17275R1023 | 2.29 | 69.09 | -0.49% | |
Philip Morris | US7181721090 | 2.28 | 167.13 | +0.82% | |
Meta Platforms | US30303M1027 | 2.23 | 738.70 | -1.65% | |
CVS Health Corp | US1266501006 | 2.08 | 73.15 | +1.40% | |
Alphabet A | US02079K3059 | 1.94 | 212.91 | +0.60% | |
Chevron | US1667641005 | 1.85 | 160.60 | +0.80% | |
Johnson Controls | IE00BY7QL619 | 1.85 | 106.89 | -1.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.59B | 9.17 | 22.03 | 14.44 | ||
Invesco Equity and Income A | 10.52B | 6.06 | 9.15 | 7.49 | ||
Invesco Comstock A | 7.15B | 7.69 | 12.57 | 10.16 | ||
Invesco SmallCapValue Y | 4.39B | 2.28 | 18.28 | 12.34 | ||
Invesco Diversified Dividend A | 3.96B | 7.46 | 10.42 | 7.90 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review