Fund Essentials

Net Assets
$150M
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
0
Inception Date
-
Fund Family
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
Asset Class
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Legal Structure
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Performance

Top Holdings

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TickerNameWeight
UNMPROVIDENT FINANCING TR I4.05%
CMAComerica Inc.3.53%
SANTANBANCO SANTANDER SA3.12%
MSMORGAN STANLEY2.90%
FITBFifth Third Bancorp2.76%
Top 10 Concentration: 29.43%
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Peer Comparison

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Ranked #••• of •,••• funds
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Peer Avg
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PFO ETF Overview

PFO ETF (Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated) is managed by Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated with $150.0M in net assets. sectors including Finance and Insurance, Unknown, Utilities.

PFO performance shows data across multiple time periods..

PFO top holdings include PROVIDENT FINANCING TR I (4.1%), Comerica Inc. (3.5%), BANCO SANTANDER SA (3.1%), MORGAN STANLEY (2.9%), Fifth Third Bancorp (2.8%). View all PFO holdings, sector breakdown, or dividend history.

PFO can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFO alternatives are available via the screener, along with tax-loss harvesting opportunities.

Top 10 Holdings (29.4% of portfolio)

#TickerNameSectorWeight
1UNMPROVIDENT FINANCING TR IFinance and Insurance4.05%
2CMAComerica Inc.Finance and Insurance3.53%
3SANTANBANCO SANTANDER SAUnknown3.12%
4MSMORGAN STANLEYFinance and Insurance2.90%
5FITBFifth Third BancorpFinance and Insurance2.76%
6FLGFlagstar Financial, Inc.Unknown2.75%
7LIBMUTLiberty Mutual Group IncUnknown2.67%
8HSBCHSBC Holdings PLCFinance and Insurance2.67%
9LLAKESLAND O'LAKES INCUnknown2.58%
10TOMARIDELPHI FINANCIAL GROUPUnknown2.42%