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)
+8.3%
SPY +13.6%
Volatility (1 yr)
17%
SPY 13%
Holdings
45
largest 20%
Top 5 weight
39%
diversified

Sector mix

Consumer Discretionary32%
Health Care13%
Industrials12%
Energy11%
Communication Services7%
Financials6%
Healthcare3%
Consumer Defensive3%
Utilities3%
Materials3%
Information Technology3%
Consumer Cyclical2%
Financial Services1%
US Equities1%

Overlap with SURVYR. models

New Highs Growth
Shared: ROIV
2%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%SURVYR. Long Book
No shared holdings
0%

Holdings

GRBK 19.7% · Consumer Discretionary-6% 1YFLR 6.3% · Industrials-6% 1YCNR 4.7% · Energy+11% 1YBHF 4.7% · Financials-5% 1YACHC 3.4% · Health Care+27% 1YPENN 3.3% · Consumer Discretionary-15% 1YFBIN 3.2% · Industrials-16% 1YPCG 2.9% · Utilities-17% 1YCNC 2.8% · Health Care+102% 1YGPK 2.7% · Materials-48% 1YSNX 2.6% · Information Technology+66% 1YTEVA 2.5% · Healthcare+102% 1YVGNT 2.5% · Consumer Discretionary– 1YCPRI 2.3% · Consumer Cyclical-31% 1YBKV 2.2% · Energy+4% 1YDHT 2.2% · Energy+115% 1YCROX 2.1% · Consumer Discretionary+38% 1YROIV 2.0% · Health Care · in New Highs Growth+102% 1YSHC 1.9% · Health Care+13% 1YVSNT 1.8% · Communication Services– 1YPRMB 1.8% · Consumer Defensive-11% 1YDCH 1.7% · Consumer Discretionary-25% 1YPYPL 1.6% · Financials-22% 1YHSIC 1.6% · Health Care+34% 1YLBTYA 1.5% · Communication Services-30% 1YAR 1.4% · Energy+32% 1YSTUB 1.4% · Communication Services-71% 1YREZI 1.4% · Industrials-40% 1YDECK 1.3% · Consumer Discretionary-8% 1YSPB 1.3% · Consumer Defensive+45% 1YCNH 1.2% · Industrials+5% 1YVTRS 1.1% · Health Care+89% 1YSKYD 1.0% · Communication Services-51% 1YPVH 1.0% · Consumer Discretionary+2% 1YCMCSA 0.9% · Communication Services-17% 1YSLDE 0.8% · Financial Services+76% 1YTRIP 0.8% · Communication Services-46% 1YGLD 0.8% · US Equities+3% 1YCI 0.6% · Health Care-2% 1YLKFT 0.4% · Healthcare+2% 1YCOYA 0.4% · Healthcare-39% 1YIMVT 0.1% · Healthcare+34% 1YGPRO 0.0% · US Equities-51% 1YGANX 0.0% · Healthcare-38% 1YNUVB 0.0% · Healthcare-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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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