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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 17.88 | 18.97 | 1.09 |
Stocks | 82.12 | 82.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.98 | 16.00 |
Price to Book | 3.87 | 2.76 |
Price to Sales | 2.44 | 1.83 |
Price to Cash Flow | 13.75 | 10.86 |
Dividend Yield | 1.64 | 3.09 |
5 Years Earnings Growth | 9.77 | 9.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.31 | 19.49 |
Financial Services | 17.31 | 18.11 |
Communication Services | 12.58 | 7.27 |
Healthcare | 11.76 | 11.92 |
Consumer Cyclical | 8.83 | 8.78 |
Industrials | 8.43 | 7.45 |
Consumer Defensive | 5.83 | 9.02 |
Utilities | 2.86 | 5.08 |
Energy | 2.47 | 6.74 |
Basic Materials | 1.98 | 3.34 |
Real Estate | 1.63 | 2.97 |
Number of long holdings: 382
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.06 | 414.77 | +1.25% | |
NVIDIA | US67066G1040 | 3.42 | 139.23 | -0.12% | |
Meta Platforms | US30303M1027 | 2.78 | 703.77 | -1.76% | |
Apple | US0378331005 | 2.77 | 244.87 | +0.16% | |
Alphabet A | US02079K3059 | 2.58 | 185.27 | +0.82% | |
Amazon.com | US0231351067 | 2.29 | 226.63 | -0.01% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 483.77 | +0.20% | |
Visa A | US92826C8394 | 1.53 | 355.23 | -0.42% | |
JPMorgan | US46625H1005 | 1.34 | 279.25 | -0.25% | |
J&J | US4781601046 | 1.27 | 157.89 | +1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.53B | 3.65 | 14.17 | 14.55 | ||
Invesco Equity and Income A | 10.57B | 3.93 | 5.91 | 7.83 | ||
Invesco Comstock A | 7.09B | 5.60 | 10.62 | 10.62 | ||
Invesco SmallCapValue Y | 4.16B | 4.33 | 19.01 | 13.16 | ||
Invesco Diversified Dividend A | 4.02B | 4.93 | 7.96 | 8.39 |
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