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DAIDO LIFE INSURANCE CO
1-2-1, EDOBORI, NISHI-KU, OSAKA, M0 550-0002 • 81-3-3272-6902
Market Value
$735M
+8.4%
Holdings
7
+1
New Purchases
1
Added To
0
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
28.6%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $631M | 85.8% |
| Large Cap | 4 | $77M | 10.4% |
| Mid Cap | 1 | $28M | 3.8% |
Portfolio Analytics
Avg Market Cap
$297.4B
Median Market Cap
$130.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.08
# Stocks
0
# ETFs / Funds
7
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 55.30% | 544,324 | $406M | $746.77 | $52M | — | — | |
| 2 | IVV | 30.50% | 299,416 | $224M | $748.89 | $5M | -36,021 | -10.7% | |
| 3 | XLK | 4.42% | 170,556 | $32M | $190.52 | $10M | — | — | |
| 4 | OMFL | 3.76% | 403,056 | $28M | $68.54 | $3M | — | — | |
| 5 | XLY | 3.59% | 225,195 | $26M | $117.28 | — | +225,195 | — | NEW |
| 6 | IWB | 2.43% | 43,602 | $18M | $409.50 | -$17M | -54,379 | -55.5% | |
| 7 | SPYM | —% | — | — | — | -$23M | -300,182 | -100.0% | SOLD |