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)
+11.3%
SPY +13.5%
Volatility (1 yr)
18%
SPY 13%
Holdings
30
largest 22%
Top 5 weight
72%
concentrated

Sector mix

Basic Materials38%
Consumer Discretionary20%
Health Care13%
Consumer Staples13%
Materials5%
Consumer Defensive3%
Industrials3%
Technology2%
Energy2%
Financial Services1%
Communication Services0%
Consumer Cyclical0%
Real Estate0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: TSM
2%New Highs Growth
Shared: JNJ
1%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

ORLA 21.6% · Basic Materials– 1YEGO 16.2% · Basic Materials+37% 1YKHC 12.8% · Consumer Staples+0% 1YUAA 11.0% · Consumer Discretionary-4% 1YCVS 10.6% · Health Care+14% 1YCLF 5.3% · Materials+1% 1YUA 5.2% · Consumer Discretionary-3% 1YTAP 2.9% · Consumer Defensive-9% 1YATS 2.7% · Industrials-30% 1YWEN 2.5% · Consumer Discretionary-27% 1YTSM 1.7% · Technology · in SURVYR. Long Book+48% 1YHP 1.5% · Energy+61% 1YBNS 1.2% · Financial Services+48% 1YGM 1.1% · Consumer Discretionary+17% 1YPFE 1.0% · Health Care+29% 1YMRK 0.8% · Health Care+66% 1YJNJ 0.7% · Health Care · in New Highs Growth+44% 1YKSPI 0.3% · Technology+26% 1YRCI 0.2% · Communication Services-18% 1YGTX 0.1% · Consumer Cyclical+31% 1YCNI 0.1% · Industrials+35% 1YCIGI 0.1% · Real Estate-44% 1YDPZ 0.1% · Consumer Discretionary-23% 1YCPRI 0.1% · Consumer Cyclical-32% 1YLULU 0.1% · Consumer Discretionary-42% 1YPENN 0.0% · Consumer Discretionary-18% 1YBRK-A 0.0% · Financial Services+11% 1YBRSL 0.0% · Consumer Cyclical-40% 1YCPAC 0.0% · Basic Materials+73% 1YMX 0.0% · Technology-20% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. · Important disclosures

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

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

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026