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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.00 | 2.00 | 0.00 |
Shares | 98.00 | 98.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.95 | 15.70 |
Price to Book | 2.63 | 2.50 |
Price to Sales | 1.92 | 1.71 |
Price to Cash Flow | 11.42 | 10.59 |
Dividend Yield | 2.45 | 2.51 |
5 Years Earnings Growth | 8.09 | 9.23 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.91 | 21.42 |
Healthcare | 14.38 | 15.15 |
Industrials | 11.57 | 11.87 |
Technology | 11.39 | 12.85 |
Consumer Defensive | 9.31 | 8.18 |
Consumer Cyclical | 7.21 | 6.80 |
Energy | 6.80 | 7.55 |
Communication Services | 6.45 | 5.64 |
Utilities | 4.97 | 5.22 |
Real Estate | 3.20 | 3.47 |
Basic Materials | 1.80 | 3.44 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 3.81 | 89.76 | +1.05% | |
JPMorgan | US46625H1005 | 3.54 | 245.82 | +0.89% | |
Philip Morris | US7181721090 | 3.04 | 156.17 | -1.21% | |
UnitedHealth | US91324P1021 | 2.76 | 523.20 | +0.02% | |
J&J | US4781601046 | 2.61 | 155.36 | +1.38% | |
McDonald’s | US5801351017 | 2.45 | 311.58 | -0.65% | |
Lowe’s | US5486611073 | 2.43 | 235.28 | +0.54% | |
ConocoPhillips | US20825C1045 | 2.40 | 106.10 | +0.67% | |
Morgan Stanley | US6174464486 | 2.39 | 119.27 | +3.05% | |
Chevron | US1667641005 | 2.27 | 166.47 | -1.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.61B | -2.42 | 12.96 | 13.18 | ||
Invesco Equity and Income A | 10.1B | 3.55 | 5.75 | 7.38 | ||
Invesco Comstock A | 6.8B | 6.16 | 10.54 | 10.02 | ||
Invesco SmallCapValue Y | 3.82B | -0.23 | 14.87 | 11.58 | ||
Invesco Diversified Dividend A | 3.81B | 5.49 | 8.37 | 8.05 |
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