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)
-1.2%
SPY +13.5%
Volatility (1 yr)
19%
SPY 13%
Holdings
40
largest 12%
Top 5 weight
46%
diversified

Sector mix

Financials29%
US Equities16%
Consumer Discretionary13%
Healthcare12%
Information Technology8%
Health Care8%
Energy5%
Industrials5%
Real Estate4%
Communication Services0%
Financial Services0%

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
Shared: AMZN
0%

Holdings

ICLR 11.9% · Healthcare+1% 1YOMF 10.1% · US Equities+5% 1YSNX 8.4% · Information Technology+66% 1YELV 8.2% · Health Care+26% 1YSLM 7.6% · Financials-33% 1YAJG 6.4% · Financials-6% 1YAN 6.2% · Consumer Discretionary-16% 1YRYAAY 5.6% · US Equities-12% 1YPRI 5.4% · Financials+7% 1YLEN 4.7% · Consumer Discretionary-33% 1YBLDR 4.6% · Industrials-54% 1YCOF 4.3% · Financials-8% 1YMRP 3.9% · Real Estate-17% 1YMPLX 3.9% · Energy+24% 1YFNF 3.5% · Financials-25% 1YDHI 2.4% · Consumer Discretionary-6% 1YFG 1.4% · Financials-28% 1YAM 0.9% · Energy+23% 1YGOOGL 0.2% · Communication Services+19% 1YHCA 0.0% · Health Care-3% 1YJPM 0.0% · Financials+13% 1YSUNB 0.0% · Industrials– 1YMSFT 0.0% · Information Technology+1% 1YGOOG 0.0% · Communication Services+18% 1YBAC 0.0% · Financials-2% 1YCMCSA 0.0% · Communication Services-17% 1YAMAT 0.0% · Information Technology+72% 1YAMZN 0.0% · Consumer Discretionary · in SURVYR. Long Book+12% 1YMA 0.0% · Financials+7% 1YSPGI 0.0% · Financials-4% 1YNU 0.0% · Financial Services-23% 1YMAR 0.0% · Consumer Discretionary+45% 1YPGR 0.0% · Financials+11% 1YTXN 0.0% · Information Technology+87% 1YET 0.0% · Energy+30% 1YADI 0.0% · Information Technology+77% 1YMCO 0.0% · Financials-3% 1YV 0.0% · Financials+16% 1YMETA 0.0% · Communication Services-17% 1YUNH 0.0% · Health Care+15% 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