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)
+24.2%
SPY +13.5%
Volatility (1 yr)
13%
SPY 13%
Holdings
80
largest 18%
Top 5 weight
48%
diversified

Sector mix

Unknown23%
Energy21%
Industrials13%
Healthcare12%
Real Estate7%
Communication Services6%
Financials6%
Utilities6%
Broad Market ETF4%
US Equities1%
Information Technology1%
Technology1%
Consumer Discretionary1%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMD, AMZN, MU, NVDA, SPCX, TLN, VG
4%SURVYR. Physical AI Grid & Power
Shared: NVDA, TLN, VRT
0%Quality Growth
Shared: MU, NVDA
0%Momentum Top 15
Shared: AMD, MU
0%New Highs Growth
Shared: NVT
0%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

CQP 17.5% · sector n/a+30% 1YMDLN 11.3% · Healthcare– 1YSPCX 7.4% · Industrials · in SURVYR. Long Book– 1YDLR 6.2% · Real Estate+3% 1YLFTO 5.7% · Communication Services– 1YCRBG 5.0% · Financials+14% 1YLGN 4.7% · Industrials+3% 1YFE 3.9% · Utilities+1% 1YWMB 3.7% · Energy+32% 1YSPY 3.6% · Broad Market ETF+14% 1YTRGP 2.7% · Energy+101% 1YEPD 2.4% · Energy+27% 1YKMI 2.3% · Energy+31% 1YENB 2.0% · sector n/a+7% 1YMPLX 2.0% · Energy+24% 1YET 1.9% · Energy+30% 1YKNTK 1.6% · Energy+64% 1YTXNM 1.3% · Utilities+6% 1YWES 1.3% · sector n/a+28% 1YPAA 1.2% · Energy+69% 1YDTM 1.0% · Energy+24% 1YLNG 0.8% · Energy+38% 1YHESM 0.6% · sector n/a+2% 1YSUNC 0.6% · Energy– 1YAVB 0.5% · US Equities– 1YAMZN 0.5% · Consumer Discretionary · in SURVYR. Long Book+12% 1YVG 0.4% · Energy · in SURVYR. Long Book+49% 1YBXMT 0.4% · Financials-36% 1YMSFT 0.4% · Information Technology+1% 1YLRCX 0.3% · Information Technology+54% 1YSHO 0.3% · Real Estate+44% 1YNFG 0.3% · Utilities-1% 1YTRP 0.3% · US Equities+28% 1YCX 0.2% · sector n/a+12% 1YINDA 0.2% · US Equities-15% 1YVNET 0.2% · US Equities-62% 1YPSFE 0.2% · sector n/a-56% 1YFPS 0.2% · Industrials– 1YBXSL 0.2% · sector n/a+1% 1YBMBL 0.2% · Communication Services+4% 1YCOF 0.2% · Financials-8% 1YAMAT 0.2% · Information Technology+72% 1YCRWV 0.2% · Technology-56% 1YAM 0.2% · Energy+23% 1YSUN 0.2% · sector n/a+48% 1YVRT 0.2% · Industrials · in SURVYR. Physical AI Grid & Power+8% 1YNVT 0.1% · Industrials · in New Highs Growth+30% 1YAPC 0.1% · sector n/a– 1YCBRS 0.1% · Technology– 1YGRAB 0.1% · Technology-49% 1YTASK 0.1% · sector n/a-11% 1YPAGP 0.1% · Energy+72% 1YCCAP 0.1% · sector n/a-30% 1YPBA 0.1% · Energy+39% 1YV 0.1% · Financials+16% 1YTLN 0.1% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-15% 1YIWM 0.1% · US Equities+13% 1YAUTL 0.1% · sector n/a-6% 1YOKE 0.1% · Energy+48% 1YXHB 0.1% · sector n/a-8% 1YAMD 0.1% · Information Technology · in Momentum Top 15, SURVYR. Long Book+116% 1YDFTX 0.1% · Healthcare+189% 1YDMRA 0.1% · US Equities+199% 1YSOBO 0.1% · sector n/a+40% 1YARTV 0.1% · Healthcare-15% 1YBTDR 0.1% · Technology-69% 1YORKA 0.1% · Healthcare+246% 1YSRLN 0.1% · sector n/a+3% 1YMU 0.1% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YNVDA 0.1% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YCLDT 0.1% · sector n/a+132% 1YPTEN 0.1% · Energy+101% 1YOTLY 0.1% · sector n/a-24% 1YBAER 0.1% · sector n/a-73% 1YINIO 0.0% · Industrials– 1YUSAC 0.0% · sector n/a+16% 1YMAIR 0.0% · US Equities– 1YQNT 0.0% · Technology– 1YAJG 0.0% · Financials-6% 1YALXO 0.0% · sector n/a-27% 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