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)
+5.8%
SPY +13.5%
Volatility (1 yr)
13%
SPY 13%
Holdings
51
largest 7%
Top 5 weight
29%
diversified

Sector mix

Financials26%
Industrials20%
Communication Services19%
Consumer Discretionary16%
Health Care8%
Information Technology6%
Financial Services2%
US Equities1%
Materials1%
Technology0%
Broad Market ETF0%
Consumer Cyclical0%

Overlap with SURVYR. models

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

Holdings

GOOG 7.2% · Communication Services+18% 1YHEI-A 6.4% · Industrials-5% 1YMETA 5.7% · Communication Services-17% 1YSCHW 5.2% · Financials-5% 1YADP 4.9% · Industrials+8% 1YAME 4.9% · Industrials+33% 1YMEDP 4.5% · Health Care+13% 1YV 4.5% · Financials+16% 1YBRK-B 4.2% · Financials+11% 1YPGR 4.0% · Financials+11% 1YGOOGL 3.7% · Communication Services+19% 1YFIVE 3.6% · Consumer Discretionary+44% 1YBKNG 3.1% · Consumer Discretionary-28% 1YIBP 3.1% · Consumer Discretionary-23% 1YNVR 3.0% · Consumer Discretionary-22% 1YKNSL 2.7% · Financials-16% 1YBFAM 2.6% · Consumer Discretionary-29% 1YRMD 2.5% · Health Care-2% 1YOZK 2.1% · Financials+15% 1YMKL 2.0% · Financial Services-1% 1YANET 1.9% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+19% 1YKEYS 1.7% · Information Technology+100% 1YDIS 1.7% · Communication Services-0% 1YBRO 1.6% · Financials-22% 1YADI 1.2% · Information Technology+77% 1YNYT 1.1% · Communication Services+23% 1YLFUS 1.1% · Information Technology · in New Highs Growth+42% 1YMSA 1.0% · Industrials+9% 1YWSO 0.9% · Industrials-14% 1YAAON 0.9% · Industrials-27% 1YGLD 0.8% · US Equities+1% 1YSUNB 0.7% · Industrials– 1YVEEV 0.6% · Health Care+6% 1YAXP 0.5% · Financials-13% 1YTWFG 0.5% · US Equities+4% 1YJPM 0.5% · Financials+13% 1YMA 0.5% · Financials+7% 1YLULU 0.5% · Consumer Discretionary-42% 1YFND 0.5% · Consumer Discretionary-33% 1YHWKN 0.5% · Materials-9% 1YFERG 0.3% · Industrials-7% 1YBLDR 0.3% · Industrials-54% 1YBRK-A 0.2% · Financial Services+11% 1YAAPL 0.1% · Information Technology+30% 1YTSM 0.1% · Technology · in SURVYR. Long Book+48% 1YSPY 0.1% · Broad Market ETF+14% 1YYUMC 0.0% · Consumer Cyclical+4% 1YITB 0.0% · US Equities-12% 1YMSFT 0.0% · Information Technology+1% 1YQQQ 0.0% · US Equities+15% 1YCPRT 0.0% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield-35% 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