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)
+37.7%
SPY +13.6%
Volatility (1 yr)
35%
SPY 13%
Holdings
27
largest 13%
Top 5 weight
41%
diversified

Sector mix

Technology45%
Information Technology31%
Consumer Cyclical7%
Communication Services6%
Financials4%
Industrials3%
Cloud Data AI2%
Consumer Discretionary1%
Unknown1%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMD, AMZN, BE, NVDA, TSM
14%SURVYR. Physical AI Grid & Power
Shared: AVGO, NVDA
10%Momentum Top 15
Shared: AMD, BE
10%Quality Growth
Shared: NVDA
3%New Highs Growth
Shared: DDOG
1%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

TSM 12.7% · Technology · in SURVYR. Long Book+47% 1YAMD 7.5% · Information Technology · in Momentum Top 15, SURVYR. Long Book+124% 1YALAB 7.1% · Technology+77% 1YGTLB 7.0% · Technology+20% 1YAVGO 6.8% · Information Technology · in SURVYR. Physical AI Grid & Power-5% 1YAMKR 6.0% · Information Technology+32% 1YFROG 5.5% · Technology+100% 1YMKSI 5.4% · Information Technology+56% 1YCHYM 5.3% · Technology+56% 1YCPNG 4.1% · Consumer Cyclical-56% 1YTOST 3.8% · Financials-15% 1YRDDT 3.7% · Communication Services-37% 1YNVDA 3.2% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+7% 1YBE 3.0% · Industrials · in Momentum Top 15, SURVYR. Long Book+101% 1YASML 2.6% · Technology+59% 1YMELI 2.5% · Consumer Cyclical-27% 1YCLBT 2.3% · Technology-36% 1YSNOW 2.1% · Cloud Data AI+27% 1YMDB 2.0% · Technology+17% 1YGOOGL 1.8% · Communication Services+22% 1YAMZN 1.4% · Consumer Discretionary · in SURVYR. Long Book+11% 1YDDOG 1.2% · Information Technology · in New Highs Growth+77% 1YDRAM 1.0% · sector n/a– 1YNXPI 0.8% · Information Technology+20% 1YADI 0.5% · Information Technology+81% 1YQNT 0.3% · Technology– 1YGDS 0.3% · Technology-33% 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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Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

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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