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)
+11.7%
SPY +13.5%
Volatility (1 yr)
15%
SPY 13%
Holdings
23
largest 17%
Top 5 weight
50%
diversified

Sector mix

Consumer Discretionary26%
Industrials19%
Health Care15%
Financials11%
Communication Services11%
Consumer Cyclical9%
Materials3%
Consumer Defensive2%
Technology2%
Real Estate2%
Financial Services0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN
5%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

AMZN 16.5% · Consumer Discretionary · in SURVYR. Long Book+12% 1YELV 9.1% · Health Care+26% 1YQSR 9.0% · Consumer Cyclical+14% 1YGOOG 9.0% · Communication Services+18% 1YFERG 6.4% · Industrials-7% 1YGPC 6.1% · Consumer Discretionary-4% 1YUNP 6.0% · Industrials+40% 1YV 4.4% · Financials+16% 1YWCC 4.2% · Industrials+53% 1YAON 4.2% · Financials-10% 1YTFX 3.3% · Health Care+6% 1YNCLH 3.0% · Consumer Discretionary-33% 1YMOH 2.7% · Health Care+23% 1YCME 2.5% · Financials+12% 1YHLF 2.2% · Consumer Defensive+64% 1YEXP 2.2% · Materials-25% 1YGDS 2.1% · Technology-36% 1YCOLD 2.0% · Real Estate+9% 1YLBTYK 1.7% · Communication Services-30% 1YAERO 1.6% · Industrials– 1YAXTA 0.8% · Materials+19% 1YDNOW 0.7% · Industrials+12% 1YPS 0.2% · Financial Services– 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