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)
+59.3%
SPY +13.5%
Volatility (1 yr)
25%
SPY 13%
Holdings
80
largest 20%
Top 5 weight
39%
diversified

Sector mix

Healthcare29%
Technology15%
Information Technology11%
Communication Services7%
Industrials7%
Consumer Discretionary5%
US Equities4%
Biotech & Healthcare4%
Energy4%
Consumer Cyclical4%
Materials3%
Consumer Defensive3%
Financial Services2%
Health Care2%
Basic Materials1%
Real Estate0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMD, AMZN, RVMD, STX, TSM
13%Momentum Top 15
Shared: AMD, SNDK, STX
6%Quality Growth
Shared: SNDK, STX
5%SURVYR. Barbell Momentum & T-Bill Shield
Shared: INSM
4%New Highs Growth
Shared: PANW, RLAY, RVMD
3%Momentum Blend
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

NTRA 20.0% · Healthcare+114% 1YTSM 6.5% · Technology · in SURVYR. Long Book+48% 1YSTM 5.3% · Technology+93% 1YINSM 3.5% · Biotech & Healthcare · in SURVYR. Barbell Momentum & T-Bill Shield-42% 1YYPF 3.3% · Energy+45% 1YAMZN 3.0% · Consumer Discretionary · in SURVYR. Long Book+12% 1YTBBB 2.8% · Consumer Defensive+97% 1YGOOGL 2.8% · Communication Services+19% 1YEWZ 2.7% · US Equities+16% 1YSTX 2.7% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YFOXA 2.6% · Communication Services+6% 1YUAL 2.5% · Industrials+6% 1YSE 2.4% · Consumer Cyclical-53% 1YCDW 2.4% · Information Technology+3% 1YNAMS 2.4% · Healthcare-43% 1YSNDK 1.8% · Information Technology · in Quality Growth, Momentum Top 15+639% 1YRVMD 1.7% · Healthcare · in New Highs Growth, SURVYR. Long Book+221% 1YBTDR 1.5% · Technology-69% 1YCRH 1.4% · Materials-28% 1YDAL 1.3% · Industrials+36% 1YFLR 1.2% · Industrials-8% 1YDHI 1.1% · Consumer Discretionary-6% 1YCPNG 1.1% · Consumer Cyclical-56% 1YAMD 1.0% · Information Technology · in Momentum Top 15, SURVYR. Long Book+116% 1YPANW 0.9% · Information Technology · in New Highs Growth+82% 1YCLF 0.9% · Materials+1% 1YHUT 0.8% · Financial Services+35% 1YCAI 0.8% · Healthcare+11% 1YARGT 0.7% · US Equities-5% 1YFOX 0.7% · Communication Services+6% 1YWWD 0.7% · Industrials+15% 1YNUVB 0.6% · Healthcare-10% 1YPTGX 0.6% · Health Care+88% 1YROKU 0.6% · Communication Services+59% 1YCVCO 0.6% · Consumer Discretionary-8% 1YADMA 0.5% · Health Care-28% 1YPURR 0.5% · Financial Services– 1YRMBS 0.5% · Information Technology-22% 1YRYTM 0.5% · Healthcare-17% 1YSKY 0.5% · Consumer Discretionary+6% 1YDAKT 0.5% · Technology+2% 1YPCT 0.5% · Industrials-77% 1YSCCO 0.5% · Basic Materials+55% 1YLIN 0.5% · Materials+16% 1YENTG 0.5% · Information Technology+60% 1YTEVA 0.5% · Healthcare+106% 1YU 0.5% · Technology+2% 1YAEVA 0.5% · Technology-39% 1YRIOT 0.5% · Financial Services-41% 1YQ 0.5% · Information Technology+25% 1YEQIX 0.4% · Real Estate+21% 1YLRCX 0.4% · Information Technology+54% 1YDFTX 0.4% · Healthcare+189% 1YBLTE 0.4% · Healthcare+55% 1YRSP 0.4% · US Equities+15% 1YTXG 0.4% · Healthcare+474% 1YWAB 0.4% · Industrials+40% 1YLLY 0.3% · Health Care+56% 1YXENE 0.3% · Healthcare-14% 1YOLMA 0.3% · Healthcare-20% 1YRGEN 0.2% · Health Care+9% 1YRKT 0.2% · Financial Services-35% 1YBIDU 0.2% · Communication Services-39% 1YARM 0.2% · Technology+27% 1YCVNA 0.2% · Consumer Discretionary-17% 1YRDDT 0.2% · Communication Services-38% 1YAA 0.2% · Materials+1% 1YTMO 0.2% · Health Care+23% 1YDHR 0.2% · Health Care+6% 1YFFIV 0.2% · Information Technology+58% 1YVIST 0.2% · Energy+51% 1YSKE 0.2% · Basic Materials+81% 1YJBS 0.2% · Consumer Defensive+1% 1YGLUE 0.2% · Healthcare-13% 1YRLAY 0.1% · Healthcare · in New Highs Growth+155% 1YDBVT 0.1% · Healthcare-37% 1YCCC 0.1% · Technology-17% 1YUWMC 0.1% · Financial Services-71% 1YNVTS 0.1% · Technology-33% 1YSOLS 0.1% · Materials+38% 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