
Please try another search
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 | 16.01 |
Price to Book | 3.87 | 2.75 |
Price to Sales | 2.44 | 1.83 |
Price to Cash Flow | 13.75 | 10.67 |
Dividend Yield | 1.64 | 3.10 |
5 Years Earnings Growth | 9.77 | 9.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.31 | 20.38 |
Financial Services | 17.31 | 17.74 |
Communication Services | 12.58 | 7.12 |
Healthcare | 11.76 | 11.64 |
Consumer Cyclical | 8.83 | 8.84 |
Industrials | 8.43 | 7.21 |
Consumer Defensive | 5.83 | 9.10 |
Utilities | 2.86 | 5.10 |
Energy | 2.47 | 6.74 |
Basic Materials | 1.98 | 3.31 |
Real Estate | 1.63 | 2.99 |
Number of long holdings: 382
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.06 | 390.58 | +0.16% | |
NVIDIA | US67066G1040 | 3.42 | 111.43 | -2.05% | |
Meta Platforms | US30303M1027 | 2.78 | 602.58 | -1.37% | |
Apple | US0378331005 | 2.77 | 223.85 | +1.05% | |
Alphabet A | US02079K3059 | 2.58 | 162.24 | -1.71% | |
Amazon.com | US0231351067 | 2.29 | 201.36 | +0.11% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 534.52 | +0.25% | |
Visa A | US92826C8394 | 1.53 | 349.86 | +1.65% | |
JPMorgan | US46625H1005 | 1.34 | 248.12 | -1.16% | |
J&J | US4781601046 | 1.27 | 163.13 | +0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.2B | -2.42 | 12.96 | 13.18 | ||
Invesco Equity and Income A | 10.19B | 3.55 | 5.75 | 7.38 | ||
Invesco Comstock A | 6.87B | 6.16 | 10.54 | 10.02 | ||
Invesco SmallCapValue Y | 3.96B | -0.23 | 14.87 | 11.58 | ||
Invesco Diversified Dividend A | 3.83B | 5.49 | 8.37 | 8.05 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review