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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.440 | 1.640 | 1.200 |
Shares | 99.560 | 99.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.006 | 21.218 |
Price to Book | 3.794 | 4.026 |
Price to Sales | 2.581 | 2.734 |
Price to Cash Flow | 13.121 | 14.138 |
Dividend Yield | 1.542 | 1.504 |
5 Years Earnings Growth | 14.269 | 10.767 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.580 | 29.422 |
Healthcare | 13.680 | 11.461 |
Financial Services | 13.220 | 14.774 |
Consumer Cyclical | 11.850 | 10.397 |
Communication Services | 9.360 | 8.982 |
Industrials | 8.180 | 9.763 |
Consumer Defensive | 6.510 | 5.870 |
Energy | 3.860 | 3.645 |
Utilities | 2.740 | 2.575 |
Real Estate | 2.710 | 2.180 |
Basic Materials | 2.310 | 2.387 |
Number of long holdings: 510
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.95 | 262.77 | +0.20% | |
Microsoft | US5949181045 | 5.93 | 517.66 | +0.17% | |
Amazon.com | US0231351067 | 3.66 | 222.03 | +2.56% | |
Tesla | US88160R1014 | 2.32 | 442.50 | -1.10% | |
Alphabet A | US02079K3059 | 2.15 | 250.43 | -2.39% | |
Alphabet C | US02079K1079 | 1.99 | 251.34 | -2.21% | |
NVIDIA | US67066G1040 | 1.75 | 181.16 | -0.81% | |
Berkshire Hathaway B | US0846707026 | 1.66 | 491.38 | -0.55% | |
Meta Platforms | US30303M1027 | 1.32 | 733.07 | +0.12% | |
UnitedHealth | US91324P1021 | 1.23 | 365.37 | +0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 17.01B | 14.96 | 30.87 | 16.17 | ||
Invesco Equity and Income A | 10.5B | 8.87 | 13.26 | 8.63 | ||
Invesco Comstock A | 7.13B | 12.17 | 18.47 | 11.95 | ||
Invesco SmallCapValue Y | 4.52B | 10.40 | 26.75 | 14.35 | ||
Invesco Diversified Dividend A | 3.93B | 11.83 | 15.48 | 8.96 |
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