PFI
Invesco Dorsey Wright Financial Momentum ETF
1W: -1.5%
1M: -5.5%
3M: -6.9%
YTD: -0.2%
1Y: +2.0%
3Y: +47.5%
5Y: +16.1%
$58.25
+0.45 (+0.77%)
Weekly Expected Move ±1.8%
$56
$57
$58
$59
$60
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$58M
Holdings38
Top 10 Wt37.5%
Volume4,660
Avg Volume9,681
Beta1.01
Portfolio Fundamentals
P/E14.8
P/B2.3
Div Yield1.91%
ROE16.1%
% Profitable90%
Inception2006-10-12
Sector Allocation
Financial Services
84.7%
Real Estate
15.3%
Other
0%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Victory Capital Holdings Inc | VCTR | 4.75% | $2.6M | 23,832 |
| 2 | JPMorgan Chase & Co | JPM | 4.39% | $2.4M | 7,358 |
| 3 | WisdomTree Inc | WT | 4.30% | $2.4M | 98,256 |
| 4 | Interactive Brokers Group Inc | IBKR | 3.82% | $2.1M | 24,838 |
| 5 | State Street Corp | STT | 3.64% | $2.0M | 11,566 |
| 6 | Principal Financial Group Inc | PFG | 3.48% | $1.9M | 17,259 |
| 7 | Morgan Stanley | MS | 3.43% | $1.9M | 10,112 |
| 8 | Enova International Inc | ENVA | 3.27% | $1.8M | 10,869 |
| 9 | Bank of New York Mellon Corp/The | BNY | 3.26% | $1.8M | 12,496 |
| 10 | Simon Property Group Inc | SPG | 3.11% | $1.7M | 8,608 |