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)
+14.6%
SPY +13.5%
Volatility (1 yr)
13%
SPY 13%
Holdings
41
largest 7%
Top 5 weight
30%
diversified

Sector mix

Health Care18%
Industrials15%
Communication Services15%
Information Technology14%
Consumer Staples13%
Consumer Discretionary10%
Financials10%
Technology4%

Overlap with SURVYR. models

Momentum Blend
Shared: FTNT, PAYC
4%New Highs Growth
Shared: FTNT
4%SURVYR. Long Book
Shared: TSM
4%SURVYR. Physical AI Grid & Power
Shared: GEV, VRT
4%Quality Growth
Shared: APP, FICO
3%Momentum Top 15
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

MAR 7.0% · Consumer Discretionary+45% 1YSYK 6.7% · Health Care-21% 1YWAT 6.2% · Health Care+33% 1YV 5.1% · Financials+16% 1YUBER 4.7% · Industrials-32% 1YMA 4.7% · Financials+7% 1YGOOGL 4.6% · Communication Services+19% 1YCHD 4.6% · Consumer Staples+24% 1YPG 4.4% · Consumer Staples+8% 1YMSFT 4.4% · Information Technology+1% 1YMETA 4.3% · Communication Services-17% 1YADP 4.3% · Industrials+8% 1YFTNT 4.1% · Information Technology · in Momentum Blend, New Highs Growth+117% 1YTSM 4.0% · Technology · in SURVYR. Long Book+48% 1YIDXX 3.9% · Health Care-13% 1YTXN 3.9% · Information Technology+87% 1YPM 3.9% · Consumer Staples+37% 1YNFLX 3.7% · Communication Services-43% 1YGEV 3.5% · Industrials · in SURVYR. Physical AI Grid & Power+53% 1YAPP 2.6% · Communication Services · in Quality Growth-59% 1YTJX 2.5% · Consumer Discretionary-1% 1YNXT 2.5% · Industrials-19% 1YVEEV 1.1% · Health Care+6% 1YYUM 0.7% · Consumer Discretionary+7% 1YMSCI 0.2% · Financials+12% 1YMEDP 0.2% · Health Care+13% 1YNTNX 0.2% · Information Technology+5% 1YBMI 0.2% · Information Technology-16% 1YCLX 0.2% · Consumer Staples-22% 1YROL 0.2% · Industrials-39% 1YMANH 0.2% · Information Technology+24% 1YNSSC 0.2% · Information Technology-8% 1YFICO 0.2% · Information Technology · in Quality Growth-59% 1YSABR 0.1% · Consumer Discretionary-25% 1YIDCC 0.1% · Information Technology-14% 1YORLY 0.1% · Consumer Discretionary-6% 1YVRT 0.1% · Industrials · in SURVYR. Physical AI Grid & Power+8% 1YVRSN 0.1% · Information Technology+25% 1YADMA 0.1% · Health Care-28% 1YDOCS 0.1% · Health Care-51% 1YPAYC 0.1% · Industrials · in Momentum Blend+32% 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