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)
12%
SPY 13%
Holdings
80
largest 8%
Top 5 weight
29%
diversified

Sector mix

Financials28%
Industrials17%
Financial Services14%
Communication Services12%
Consumer Discretionary10%
Information Technology10%
Consumer Staples3%
Health Care2%
Materials2%
Basic Materials1%
Healthcare1%
Consumer Defensive1%
Consumer Cyclical0%
Real Estate0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN
4%New Highs Growth
Shared: JNJ
1%SURVYR. Barbell Momentum & T-Bill Shield
Shared: KKR
1%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

GOOG 7.7% · Communication Services+18% 1YBRK-A 6.7% · Financial Services+11% 1YBRK-B 6.1% · Financials+11% 1YDE 4.4% · Industrials+35% 1YBN 4.4% · Financial Services-18% 1YAMZN 3.9% · Consumer Discretionary · in SURVYR. Long Book+12% 1YADI 3.1% · Information Technology+77% 1YGS 2.9% · Financials+18% 1YAAPL 2.8% · Information Technology+30% 1YCAT 2.8% · Industrials+36% 1YV 2.7% · Financials+16% 1YHD 2.6% · Consumer Discretionary-15% 1YWSO 2.0% · Industrials-14% 1YTXN 1.7% · Information Technology+87% 1YBLK 1.7% · Financials+3% 1YGOOGL 1.7% · Communication Services+19% 1YMSFT 1.6% · Information Technology+1% 1YDIS 1.6% · Communication Services-0% 1YAXP 1.4% · Financials-13% 1YLOW 1.4% · Consumer Discretionary-17% 1YPGR 1.4% · Financials+11% 1YFNV 1.3% · Basic Materials+29% 1YLPLA 1.3% · Financial Services-7% 1YJNJ 1.3% · Health Care · in New Highs Growth+44% 1YBX 1.1% · Financials-21% 1YRLI 1.1% · Financials+14% 1YGD 1.1% · Industrials+2% 1YNVO 1.0% · Healthcare-23% 1YKKR 1.0% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-24% 1YMETA 1.0% · Communication Services-17% 1YSCHW 1.0% · Financials-5% 1YMRSH 1.0% · Financials+7% 1YAPO 0.9% · Financials-8% 1YADM 0.9% · Consumer Staples+30% 1YLIN 0.9% · Materials+16% 1YDEO 0.8% · Consumer Defensive-0% 1YMA 0.8% · Financials+7% 1YDG 0.8% · Consumer Staples+26% 1YBAM 0.7% · Financial Services-11% 1YHEI-A 0.7% · Industrials-5% 1YMCO 0.7% · Financials-3% 1YODFL 0.7% · Industrials+38% 1YNSC 0.7% · Industrials+23% 1YITW 0.7% · Industrials+14% 1YJPM 0.6% · Financials+13% 1YNVR 0.6% · Consumer Discretionary-22% 1YMSCI 0.6% · Financials+12% 1YROK 0.6% · Industrials+23% 1YECL 0.6% · Materials+5% 1YSUNB 0.6% · Industrials– 1YSBUX 0.5% · Consumer Discretionary+21% 1YROL 0.5% · Industrials-39% 1YTHG 0.5% · Financials+38% 1YITIC 0.4% · Financial Services+7% 1YCG 0.4% · Financials-32% 1YTSN 0.4% · Consumer Staples+11% 1YSPGI 0.4% · Financials-4% 1YAON 0.3% · Financials-10% 1YUNP 0.3% · Industrials+40% 1YFERG 0.3% · Industrials-7% 1YRTX 0.3% · Industrials+10% 1YCSCO 0.3% · Information Technology+59% 1YMELI 0.3% · Consumer Cyclical-26% 1YYUM 0.3% · Consumer Discretionary+7% 1YMAR 0.3% · Consumer Discretionary+45% 1YALL 0.3% · Financials+33% 1YTMO 0.3% · Health Care+23% 1YCOST 0.3% · Consumer Staples+7% 1YHGTY 0.3% · Financial Services+39% 1YTROW 0.3% · Financials+4% 1YURI 0.3% · Industrials+30% 1YABNB 0.3% · Consumer Discretionary+31% 1YLMT 0.3% · Industrials+31% 1YHCA 0.3% · Health Care-3% 1YSHW 0.2% · Materials-2% 1YFDS 0.2% · Financials+9% 1YLAMR 0.2% · Real Estate+36% 1YVRSK 0.2% · Industrials-19% 1YCSX 0.2% · Industrials+47% 1YAMAT 0.2% · Information Technology+72% 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