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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.11 | 3.11 | 0.00 |
Shares | 96.89 | 96.89 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.34 | 15.72 |
Price to Book | 2.76 | 2.50 |
Price to Sales | 2.02 | 1.70 |
Price to Cash Flow | 12.64 | 10.58 |
Dividend Yield | 2.46 | 2.51 |
5 Years Earnings Growth | 8.37 | 9.54 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.86 | 21.28 |
Healthcare | 14.52 | 15.41 |
Industrials | 11.96 | 11.75 |
Technology | 11.69 | 12.61 |
Consumer Defensive | 11.12 | 8.40 |
Consumer Cyclical | 7.49 | 6.78 |
Energy | 6.51 | 7.62 |
Utilities | 5.78 | 5.26 |
Communication Services | 5.01 | 5.56 |
Real Estate | 2.30 | 3.51 |
Basic Materials | 1.75 | 3.41 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 3.81 | 95.09 | -0.78% | |
JPMorgan | US46625H1005 | 3.49 | 243.55 | -0.45% | |
Philip Morris | US7181721090 | 3.07 | 170.24 | +0.10% | |
J&J | US4781601046 | 2.82 | 154.58 | -0.23% | |
McDonald’s | US5801351017 | 2.61 | 316.74 | +0.16% | |
Lowe’s | US5486611073 | 2.52 | 220.91 | -0.51% | |
Chevron | US1667641005 | 2.40 | 138.73 | -0.24% | |
Chubb | CH0044328745 | 2.33 | 279.11 | -1.02% | |
Morgan Stanley | US6174464486 | 2.28 | 116.01 | +0.35% | |
UnitedHealth | US91324P1021 | 2.22 | 418.64 | -1.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 13.76B | -12.88 | 7.96 | 12.07 | ||
Invesco Equity and Income A | 9.69B | 0.09 | 4.67 | 7.11 | ||
Invesco Comstock A | 6.41B | 2.75 | 8.75 | 9.78 | ||
Invesco SmallCapValue Y | 3.61B | -5.84 | 11.62 | 10.81 | ||
Invesco Diversified Dividend A | 3.64B | 1.81 | 6.26 | 7.64 |
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