SURVYR

SURVYR. Tools

Portfolio X-ray

Paste your holdings to see risk and overlap.

How this works

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each SURVYR. model.

Or start from: Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth, SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power
1-year return (weighted)
-12.4%
SPY +13.5%
Volatility (1 yr)
21%
SPY 13%
Holdings
19
largest 20%
Top 5 weight
58%
diversified

Sector mix

Financials47%
Information Technology21%
Financial Services10%
Consumer Discretionary7%
Real Estate7%
Industrials4%
Technology3%
Healthcare0%
Basic Materials0%

Overlap with SURVYR. models

SURVYR. Barbell Momentum & T-Bill Shield
Shared: CPRT, KKR
9%Quality Growth
Shared: FICO
7%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%SURVYR. Long Book
No shared holdings
0%

Holdings

MA 20.0% · Financials+7% 1YMCO 10.3% · Financials-3% 1YBN 10.1% · Financial Services-18% 1YKKR 9.0% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-24% 1YFICO 8.5% · Information Technology · in Quality Growth-59% 1YROP 7.8% · Information Technology-5% 1YV 7.5% · Financials+16% 1YCSGP 6.5% · Real Estate-59% 1YCPRT 4.4% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield-35% 1YORLY 3.9% · Consumer Discretionary-6% 1YABNB 3.3% · Consumer Discretionary+31% 1YCCC 3.0% · Technology-17% 1YNOW 2.4% · Information Technology-15% 1YCRM 2.2% · Information Technology-5% 1YGSHD 0.4% · Financials-37% 1YSOPH 0.4% · Healthcare+80% 1YPRM 0.2% · Basic Materials+36% 1YAMT 0.1% · Real Estate+1% 1YBRK-B 0.1% · Financials+11% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. · Important disclosures

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SURVYR

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026