PFI
Invesco Dorsey Wright Financial Momentum ETF
1W: +0.1%
1M: +2.0%
3M: +4.5%
YTD: +0.9%
1Y: +5.5%
3Y: +55.5%
5Y: +24.7%
$58.88
+0.15 (+0.25%)
Weekly Expected Move ±2.0%
$56
$57
$58
$59
$60
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$59M
Holdings49
Top 10 Wt40.4%
Volume251
Avg Volume7,892
Beta1.16
Portfolio Fundamentals
P/E17.2
P/B2.4
Div Yield2.03%
ROE14.2%
% Profitable86%
Inception2006-10-12
Sector Allocation
Financial Services
80.7%
Real Estate
19.3%
Other
-0.0%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Interactive Brokers Group Inc | IBKR | 5.13% | $1.7M | 20,344 |
| 2 | JPMorgan Chase & Co | JPM | 5.04% | $1.7M | 5,543 |
| 3 | Morgan Stanley | MS | 4.92% | $1.6M | 8,267 |
| 4 | American Healthcare REIT Inc | AHR | 4.40% | $1.5M | 28,295 |
| 5 | Lemonade Inc | LMND | 4.07% | $1.4M | 23,544 |
| 6 | Goldman Sachs Group Inc/The | GS | 3.78% | $1.3M | 1,279 |
| 7 | Cboe Global Markets Inc | CBOE | 3.39% | $1.1M | 3,121 |
| 8 | Welltower Inc | WELL | 3.38% | $1.1M | 5,112 |
| 9 | Simon Property Group Inc | SPG | 3.15% | $1.0M | 5,130 |
| 10 | StoneX Group Inc | SNEX | 3.14% | $1.0M | 9,246 |