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)
+18.0%
SPY +13.5%
Volatility (1 yr)
12%
SPY 13%
Holdings
29
largest 22%
Top 5 weight
69%
concentrated

Sector mix

Financials35%
Information Technology23%
Communication Services15%
Consumer Staples14%
Energy9%
Health Care2%
Industrials2%
Consumer Discretionary1%
Materials0%
Consumer Cyclical0%

Overlap with SURVYR. models

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%SURVYR. Long Book
No shared holdings
0%

Holdings

AAPL 22.0% · Information Technology+30% 1YAXP 17.1% · Financials-13% 1YKO 10.9% · Consumer Staples+34% 1YGOOGL 9.4% · Communication Services+19% 1YBAC 9.2% · Financials-2% 1YCVX 4.7% · Energy+53% 1YOXY 4.3% · Energy+51% 1YCB 3.9% · Financials+28% 1YMCO 3.7% · Financials-3% 1YGOOG 3.2% · Communication Services+18% 1YKHC 2.6% · Consumer Staples+0% 1YDVA 2.1% · Health Care+40% 1YDAL 1.8% · Industrials+36% 1YSIRI 1.2% · Communication Services+32% 1YVRSN 0.8% · Information Technology+25% 1YKR 0.7% · Consumer Staples-1% 1YALLY 0.4% · Financials-4% 1YLEN 0.4% · Consumer Discretionary-33% 1YLLYVK 0.4% · Communication Services+7% 1YNYT 0.4% · Communication Services+23% 1YCOF 0.2% · Financials-8% 1YLLYVA 0.2% · Communication Services+7% 1YLPX 0.1% · Industrials-21% 1YNUE 0.1% · Materials+90% 1YM 0.1% · Consumer Discretionary+27% 1YNVR 0.0% · Consumer Discretionary-22% 1YLEN-B 0.0% · Consumer Cyclical-29% 1YJEF 0.0% · Financials-16% 1YDHI 0.0% · Consumer Discretionary-6% 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