LODI ETF

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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

LODI ETF Sector Allocation

LODI sector allocation breaks down across Financials (44.1%), Other (43.4%), Energy (3.0%), Utilities (2.5%), Industrials (2.1%). Across 126 holdings, this breakdown reveals the ETF's investment focus and diversification.

LODI sector exposure is important for understanding concentration risk. With Financials at 44.1%, the fund has significant sector concentration.

LODI geographic allocation shows country exposure. LODI overlap calculator reveals how sector exposure compares with other funds.

LODI ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

49.6%

of total portfolio

Concentration Level

Low

concentration risk

Largest Sector

44.1%

Financials

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Sector Breakdown

  • 1Financials
    44.08%
  • 2Energy
    3.04%
  • 3Utilities
    2.52%
  • 4Industrials
    2.07%
  • 5Real Estate
    1.34%
  • 6Materials
    0.56%
  • 7Consumer Discretionary
    0.36%

Industry Breakdown (Top 15)

Specialized Finance
14.1%
19 holdings
Diversified Capital Markets
13.1%
3 holdings
Asset Management & Custody Banks
4.3%
4 holdings
Mortgage REITs
3.1%
5 holdings
Diversified Banks
2.7%
4 holdings
Life & Health Insurance
2.1%
2 holdings
Airlines
1.7%
2 holdings
Investment Banking & Brokerage
1.6%
2 holdings
Electric Utilities
1.6%
2 holdings
Regional Banks
1.5%
2 holdings
Oil & Gas Storage & Transportation
1.3%
2 holdings
Consumer Finance
1.0%
3 holdings
Oil & Gas Exploration & Production
1.0%
1 holding
Diversified Real Estate Activities
1.0%
1 holding
Multi-Utilities
0.9%
2 holdings