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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 | 15.92 |
Price to Book | 2.95 | 2.48 |
Price to Sales | 2.13 | 1.71 |
Price to Cash Flow | 12.81 | 10.44 |
Dividend Yield | 2.30 | 2.51 |
5 Years Earnings Growth | 9.02 | 9.40 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.40 | 21.38 |
Industrials | 15.26 | 11.92 |
Healthcare | 14.94 | 14.93 |
Consumer Defensive | 10.29 | 8.42 |
Technology | 10.14 | 12.93 |
Energy | 7.06 | 7.46 |
Consumer Cyclical | 7.03 | 6.87 |
Communication Services | 4.87 | 5.62 |
Utilities | 4.47 | 5.29 |
Real Estate | 2.33 | 3.43 |
Basic Materials | 2.20 | 3.41 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.54 | 298.62 | +0.70% | |
Walmart | US9311421039 | 3.17 | 97.47 | +0.90% | |
Philip Morris | US7181721090 | 2.55 | 160.92 | -0.10% | |
J&J | US4781601046 | 2.47 | 168.30 | -0.74% | |
Chevron | US1667641005 | 2.38 | 154.84 | -0.64% | |
Lowe’s | US5486611073 | 2.30 | 226.80 | +0.55% | |
McDonald’s | US5801351017 | 2.21 | 298.47 | +1.35% | |
Union Pacific | US9078181081 | 2.11 | 224.74 | +1.91% | |
UnitedHealth | US91324P1021 | 2.09 | 281.06 | +0.89% | |
PNC Financial | US6934751057 | 2.00 | 196.05 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.52B | 5.76 | 24.24 | 14.39 | ||
Invesco Equity and Income A | 10.52B | 5.19 | 10.76 | 7.51 | ||
Invesco Comstock A | 7.14B | 7.48 | 14.74 | 10.18 | ||
Invesco SmallCapValue Y | 4.21B | 0.31 | 20.66 | 11.57 | ||
Invesco Diversified Dividend A | 3.95B | 6.33 | 11.80 | 8.12 |
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