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)
+12.8%
SPY +13.5%
Volatility (1 yr)
14%
SPY 13%
Holdings
18
largest 41%
Top 5 weight
89%
concentrated

Sector mix

Information Technology49%
Financials24%
Consumer Cyclical10%
Consumer Discretionary7%
Communication Services4%
Energy3%
Technology1%
Health Care1%
Financial Services0%
Cloud Data AI0%
Healthcare0%

Overlap with SURVYR. models

Quality Growth
Shared: NVDA, PLTR
7%SURVYR. Physical AI Grid & Power
Shared: NVDA
7%SURVYR. Long Book
Shared: NVDA, SNPS
5%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

AAPL 41.1% · Information Technology+30% 1YBRK-B 24.2% · Financials+11% 1YPDD 10.0% · Consumer Cyclical-43% 1YTSLA 7.4% · Consumer Discretionary-10% 1YNVDA 6.6% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YGOOG 3.6% · Communication Services+18% 1YOXY 2.6% · Energy+51% 1YMSFT 1.5% · Information Technology+1% 1YCRDO 1.0% · Technology+8% 1YUNH 0.9% · Health Care+15% 1YDIS 0.9% · Communication Services-0% 1YBABA 0.2% · Consumer Cyclical-44% 1YCRCL 0.1% · Financial Services-43% 1YPLTR 0.0% · Information Technology · in Quality Growth+5% 1YSNPS 0.0% · Information Technology · in SURVYR. Long Book+2% 1YSNOW 0.0% · Cloud Data AI+27% 1YTEM 0.0% · Healthcare-21% 1YINOD 0.0% · Technology-44% 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