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Sunday, August 23, 2026The Morning Brief →Sign in

Invesco Raymond James SB-1 Equi

$84.21+0.52% today
718552-WK
Price & daily flows
81.777.773.884.21DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET −$3M OVER THIS RANGE

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +13.6% so far this year. At 0.40% a year it is not the cheapest way in — FLOW runs the same ground at 0.25%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$121Massets under management
0.40%expense ratio · $40 per $10,000 a year
net flow, trailing month
734avg daily volume, 30 days
53holdings
2006listed May 18, 2006 · beta 0.74
The book at a glance
NTAP-0.3%EXPE-0.8%ABNB+1.2%IP+2.8%WSM+0.8%INCY+0.5%EL+6.0%MTD+0.1%ALLE+0.4%RIVN+6.0%CTSH+1.6%CTAS+0.1%MKC+0.3%EXPD+0.8%DG+2.3%PCAR+1.6%BMY+2.4%GD-0.5%KMB+0.6%TSCO-0.2%VRSK-0.1%F+3.0%PPG+1.1%ZM+1.1%GWW+0.9%ADM-1.7%CHD+1.4%FFIV+1.8%OTIS-0.4%YUM+0.4%ODFL+1.0%D-1.3%HSY-1.0%MAR-0.1%PEP+1.0%WEC-2.3%SO-2.7%SNAP+0.6%PEG-2.7%MO-1.3%

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1NTAPNETAPP3.04%$192.27-0.3%
2EXPEEXPEDIA GROUP2.79%$321.63-0.8%
3ABNBAIRBNB2.56%$187.30+1.2%
4IPINTERNATIONAL PAPER2.48%$41.49+2.8%
5WSMWILLIAMS SONOMA2.46%$237.58+0.8%
6INCYINCYTE2.46%$127.81+0.5%
7ELESTEE LAUDER2.31%$101.94+6.0%
8MTDMETTLER TOLEDO INTERNATIONAL2.41%$1395.25+0.1%
9ALLEALLEGION2.35%$162.31+0.4%
10RIVNRIVIAN AUTOMOTIVE2.19%$16.97+6.0%
11CTSHCOGNIZANT TECHNOLOGY SOLUTIONS2.24%$61.87+1.6%
12CTASCINTAS2.23%$203.79+0.1%
13MKCMCCORMICK & CO2.22%$55.41+0.3%
14EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON2.21%$187.81+0.8%
15DGDOLLAR GENERAL2.16%$123.41+2.3%

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Sector weights
Consumer Discretionary35.89%
Consumer Defensive19.38%
Consumer Cyclical16.57%
Industrials16.14%
Technology16.11%
Information Technology11.62%
Healthcare8.04%
Basic Materials7.86%
Communication Services7.7%
Utilities6.18%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States96.36%
United Kingdom2.11%
Switzerland2.03%
Ireland1.95%
Sweden1.53%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-0.3%
1 month+3.9%
3 months+6.3%
6 months+7.1%
YTD+13.6%
1 year+12.3%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months−$300K
YTD−$2M
1 year−$3M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
15%realized volatility, 30 days (annualized)
14%realized volatility, 1 year
-10.0%deepest fall from a peak, 1 year
-0.5%where it sits vs. that peak today

The top holding is 3.0% of the book; the top ten carry 25%. Spread across 51+ names, it behaves like roughly 49 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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