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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.60 | 2.60 | 0.00 |
Shares | 97.40 | 97.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.21 | 15.70 |
Price to Book | 2.95 | 2.47 |
Price to Sales | 2.13 | 1.69 |
Price to Cash Flow | 12.81 | 10.42 |
Dividend Yield | 2.30 | 2.54 |
5 Years Earnings Growth | 9.02 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.40 | 21.26 |
Industrials | 15.26 | 11.76 |
Healthcare | 14.94 | 15.39 |
Consumer Defensive | 10.29 | 8.55 |
Technology | 10.14 | 12.58 |
Energy | 7.06 | 7.50 |
Consumer Cyclical | 7.03 | 6.80 |
Communication Services | 4.87 | 5.55 |
Utilities | 4.47 | 5.32 |
Real Estate | 2.33 | 3.51 |
Basic Materials | 2.20 | 3.40 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.54 | 296.00 | +1.37% | |
Walmart | US9311421039 | 3.17 | 98.36 | +0.77% | |
Philip Morris | US7181721090 | 2.55 | 178.88 | +1.69% | |
J&J | US4781601046 | 2.47 | 156.01 | +0.29% | |
Chevron | US1667641005 | 2.38 | 148.37 | +0.26% | |
Lowe’s | US5486611073 | 2.30 | 228.31 | +0.60% | |
McDonald’s | US5801351017 | 2.21 | 294.08 | -0.19% | |
Union Pacific | US9078181081 | 2.11 | 236.28 | -0.37% | |
UnitedHealth | US91324P1021 | 2.09 | 308.55 | +0.32% | |
PNC Financial | US6934751057 | 2.00 | 196.57 | +0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.14B | -1.81 | 17.81 | 13.41 | ||
Invesco Equity and Income A | 10.02B | 0.76 | 6.38 | 6.93 | ||
Invesco Comstock A | 6.72B | 2.82 | 9.06 | 9.48 | ||
Invesco SmallCapValue Y | 3.82B | -6.19 | 13.06 | 10.83 | ||
Invesco Diversified Dividend A | 3.77B | 2.49 | 7.56 | 7.59 |
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