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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.59 | 7.78 | 3.19 |
Shares | 95.40 | 95.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.84 | 15.20 |
Price to Book | 1.93 | 2.39 |
Price to Sales | 1.42 | 1.62 |
Price to Cash Flow | 8.70 | 10.10 |
Dividend Yield | 2.63 | 2.63 |
5 Years Earnings Growth | 9.68 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.43 | 20.59 |
Healthcare | 16.63 | 15.15 |
Industrials | 13.06 | 11.93 |
Technology | 11.54 | 12.39 |
Energy | 10.52 | 8.57 |
Consumer Defensive | 10.03 | 8.54 |
Communication Services | 8.41 | 5.44 |
Consumer Cyclical | 5.76 | 6.40 |
Basic Materials | 1.87 | 3.91 |
Utilities | 1.39 | 5.12 |
Real Estate | 0.36 | 3.56 |
Number of long holdings: 85
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.25 | 59.39 | +3.42% | |
Bank of America | US0605051046 | 2.65 | 39.78 | +1.35% | |
Philip Morris | US7181721090 | 2.49 | 101.33 | -0.24% | |
Microsoft | US5949181045 | 2.45 | 446.95 | -1.30% | |
Elevance Health | US0367521038 | 2.23 | 541.86 | +1.14% | |
Chevron | US1667641005 | 2.20 | 156.42 | +0.06% | |
Meta Platforms | US30303M1027 | 2.11 | 503.89 | -3.02% | |
Johnson Controls | IE00BY7QL619 | 2.10 | 66.47 | -0.84% | |
Suncor Energy | CA8672241079 | 2.08 | 38.10 | +0.25% | |
FedEx | US31428X1063 | 1.91 | 299.84 | +1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 15.11B | 16.13 | 5.63 | 13.10 | ||
Invesco Equity and Income A | 9.94B | 5.22 | 3.54 | 6.98 | ||
Invesco Diversified Dividend A | 3.81B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.23B | 12.13 | 6.82 | 8.23 | ||
Invesco Equally-Wtd S&P 500 A | 3B | 5.33 | 4.52 | 9.82 |
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