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)
+17.6%
SPY +13.6%
Volatility (1 yr)
32%
SPY 13%
Holdings
20
largest 19%
Top 5 weight
56%
diversified

Sector mix

Information Technology36%
Technology35%
Industrials9%
Communication Services8%
Consumer Discretionary6%
Cloud Data AI5%
Financials1%
US Equities0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN, MU, NVDA, QCOM, SNPS, SPCX, TSM
22%Quality Growth
Shared: MU, NVDA
9%SURVYR. Physical AI Grid & Power
Shared: NVDA
8%Momentum Top 15
Shared: MU
3%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

NVDA 19.2% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+7% 1YCBRS 16.2% · Technology– 1YMETA 7.8% · Communication Services-18% 1YTSM 6.9% · Technology · in SURVYR. Long Book+47% 1YCRWV 6.2% · Technology-53% 1YARM 5.9% · Technology+36% 1YAMZN 5.9% · Consumer Discretionary · in SURVYR. Long Book+11% 1YUBER 5.4% · Industrials-32% 1YSNOW 5.0% · Cloud Data AI+27% 1YMSFT 4.8% · Information Technology-1% 1YQCOM 3.5% · Information Technology · in SURVYR. Long Book+3% 1YSPCX 3.1% · Industrials · in SURVYR. Long Book– 1YMU 2.5% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+344% 1YAMAT 1.9% · Information Technology+84% 1YKLAC 1.8% · Information Technology+32% 1YLRCX 1.7% · Information Technology+64% 1YHOOD 0.9% · Financials-37% 1YGOOGL 0.6% · Communication Services+22% 1YSNPS 0.6% · Information Technology · in SURVYR. Long Book+5% 1YGRABW 0.0% · US Equities-98% 1Y

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

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

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

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026