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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 20.96 | 24.47 | 3.51 |
Stocks | 79.04 | 79.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.46 | 15.62 |
Price to Book | 3.61 | 2.67 |
Price to Sales | 2.25 | 1.73 |
Price to Cash Flow | 12.86 | 10.36 |
Dividend Yield | 1.67 | 3.28 |
5 Years Earnings Growth | 11.49 | 9.34 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.43 | 19.11 |
Financial Services | 14.41 | 15.72 |
Healthcare | 13.58 | 12.85 |
Communication Services | 12.13 | 7.67 |
Consumer Cyclical | 9.47 | 9.06 |
Industrials | 7.48 | 7.61 |
Consumer Defensive | 6.04 | 8.57 |
Energy | 4.18 | 7.71 |
Utilities | 2.39 | 5.24 |
Basic Materials | 1.97 | 4.82 |
Real Estate | 1.92 | 3.12 |
Number of long holdings: 394
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.17 | 449.78 | +0.92% | |
E-mini S&P 500 Future Mar 24 | - | 3.36 | - | - | |
Apple | US0378331005 | 3.02 | 207.49 | -1.04% | |
Meta Platforms | US30303M1027 | 3.01 | 494.78 | -1.38% | |
NVIDIA | US67066G1040 | 2.66 | 126.57 | -3.22% | |
Berkshire Hathaway B | US0846707026 | 2.49 | 409.62 | +0.11% | |
Alphabet A | US02079K3059 | 2.46 | 179.63 | +1.89% | |
Amazon.com | US0231351067 | 2.19 | 189.08 | +1.60% | |
Visa A | US92826C8394 | 1.48 | 275.22 | -0.58% | |
Eli Lilly | US5324571083 | 1.44 | 883.88 | -0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.26B | 16.13 | 5.63 | 13.10 | ||
Invesco Equity and Income A | 10.05B | 5.22 | 3.54 | 6.98 | ||
Invesco Comstock A | 6.64B | 9.03 | 9.32 | 9.40 | ||
Invesco Diversified Dividend A | 3.89B | 7.14 | 5.74 | 7.67 | ||
Invesco Charter A | 3.15B | 12.13 | 6.82 | 8.23 |
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