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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 | 16.03 |
Price to Book | 2.17 | 2.50 |
Price to Sales | 1.53 | 1.72 |
Price to Cash Flow | 10.22 | 10.48 |
Dividend Yield | 2.47 | 2.50 |
5 Years Earnings Growth | 12.76 | 9.34 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.65 | 21.43 |
Healthcare | 17.57 | 14.75 |
Industrials | 11.11 | 11.92 |
Consumer Defensive | 11.01 | 8.29 |
Technology | 10.68 | 13.13 |
Communication Services | 9.17 | 5.77 |
Energy | 8.88 | 7.41 |
Consumer Cyclical | 5.74 | 7.00 |
Utilities | 2.57 | 5.23 |
Basic Materials | 2.21 | 3.38 |
Real Estate | 0.38 | 3.40 |
Number of long holdings: 86
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 78.08 | +1.93% | |
Bank of America | US0605051046 | 3.11 | 46.23 | +2.92% | |
Microsoft | US5949181045 | 2.30 | 522.99 | +0.41% | |
Cisco | US17275R1023 | 2.29 | 71.77 | +2.67% | |
Philip Morris | US7181721090 | 2.28 | 169.79 | +0.96% | |
Meta Platforms | US30303M1027 | 2.23 | 767.33 | +0.72% | |
CVS Health Corp | US1266501006 | 2.08 | 65.26 | +2.64% | |
Alphabet A | US02079K3059 | 1.94 | 201.11 | +2.34% | |
Chevron | US1667641005 | 1.85 | 155.69 | +1.65% | |
Johnson Controls | IE00BY7QL619 | 1.85 | 105.23 | +0.88% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.67B | 9.17 | 22.03 | 14.44 | ||
Invesco Equity and Income A | 10.35B | 6.06 | 9.15 | 7.49 | ||
Invesco Comstock A | 6.91B | 7.69 | 12.57 | 10.16 | ||
Invesco SmallCapValue Y | 4.1B | 2.28 | 18.28 | 12.34 | ||
Invesco Diversified Dividend A | 3.87B | 7.46 | 10.42 | 7.90 |
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