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)
-5.2%
SPY +13.5%
Volatility (1 yr)
18%
SPY 13%
Holdings
28
largest 18%
Top 5 weight
63%
concentrated

Sector mix

Communication Services43%
Information Technology17%
Consumer Staples12%
Health Care10%
Financials8%
Consumer Discretionary5%
US Equities2%
Consumer Defensive2%
Industrials0%

Overlap with SURVYR. models

Quality Growth
Shared: FICO
7%SURVYR. Barbell Momentum & T-Bill Shield
Shared: KKR
2%Momentum Top 15
No shared holdings
0%Momentum Blend
Shared: MSGS
0%New Highs Growth
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%SURVYR. Long Book
No shared holdings
0%

Holdings

GOOGL 17.5% · Communication Services+19% 1YTKO 16.1% · Communication Services-7% 1YFICO 10.3% · Information Technology · in Quality Growth-59% 1YTMO 9.8% · Health Care+23% 1YDIS 9.5% · Communication Services-0% 1YINTU 6.6% · Information Technology-51% 1YMDLZ 5.6% · Consumer Staples+5% 1YPEP 5.3% · Consumer Staples-9% 1YPYPL 5.2% · Financials-19% 1YEBAY 4.7% · Consumer Discretionary+22% 1YMANU 2.4% · US Equities+13% 1YKKR 2.3% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-24% 1YBF-A 2.2% · Consumer Defensive+7% 1YBF-B 1.4% · Consumer Staples+4% 1YV 0.1% · Financials+16% 1YSPGI 0.1% · Financials-4% 1YCP 0.1% · Industrials+23% 1YAXP 0.1% · Financials-13% 1YEFX 0.1% · Industrials-22% 1YVRSK 0.1% · Industrials-19% 1YCME 0.1% · Financials+12% 1YADBE 0.1% · Information Technology-31% 1YWMG 0.1% · Communication Services-4% 1YORCL 0.1% · Information Technology-53% 1YEL 0.0% · Consumer Staples+9% 1YMSGS 0.0% · Communication Services · in Momentum Blend+69% 1YKO 0.0% · Consumer Staples+34% 1YNKE 0.0% · Consumer Discretionary-43% 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