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)
+31.9%
SPY +13.5%
Volatility (1 yr)
24%
SPY 13%
Holdings
80
largest 6%
Top 5 weight
20%
diversified

Sector mix

Information Technology30%
Technology14%
Consumer Discretionary10%
Industrials10%
Consumer Staples7%
Financials6%
Utilities5%
Communication Services5%
Health Care3%
Cloud Data AI2%
Consumer Cyclical2%
Energy2%
US Equities1%
Real Estate1%
Materials1%
Consumer Defensive1%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMD, AMZN, ANET, MU, STX, TSM, VST
17%Momentum Top 15
Shared: AMD, INTC, MU, STX, TER
9%Quality Growth
Shared: FIX, MU, STX, TER
6%SURVYR. Physical AI Grid & Power
Shared: ANET, AVGO, VST
5%SURVYR. Barbell Momentum & T-Bill Shield
Shared: ANET, PINS
4%Momentum Blend
Shared: OKTA
1%New Highs Growth
No shared holdings
0%

Holdings

CRDO 6.0% · Technology+8% 1YASML 4.0% · Technology+55% 1YAMZN 3.8% · Consumer Discretionary · in SURVYR. Long Book+12% 1YMKSI 3.1% · Information Technology+42% 1YANET 3.1% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+19% 1YSTX 2.9% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YAMD 2.7% · Information Technology · in Momentum Top 15, SURVYR. Long Book+116% 1YTSM 2.7% · Technology · in SURVYR. Long Book+48% 1YSNOW 2.4% · Cloud Data AI+27% 1YPG 2.2% · Consumer Staples+8% 1YRTX 2.2% · Industrials+10% 1YCOF 1.8% · Financials-8% 1YORCL 1.8% · Information Technology-53% 1YMDLZ 1.8% · Consumer Staples+5% 1YKDP 1.5% · Consumer Staples+23% 1YAMAT 1.5% · Information Technology+72% 1YTXN 1.5% · Information Technology+87% 1YCPNG 1.3% · Consumer Cyclical-56% 1YHD 1.3% · Consumer Discretionary-15% 1YSPOT 1.3% · Communication Services-16% 1YAVGO 1.3% · Information Technology · in SURVYR. Physical AI Grid & Power-5% 1YONTO 1.3% · Information Technology+59% 1YMU 1.3% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YFIX 1.3% · Industrials · in Quality Growth+32% 1YUNH 1.3% · Health Care+15% 1YSTZ 1.1% · Consumer Staples-3% 1YXYZ 1.1% · Financials-6% 1YAS 1.1% · US Equities-13% 1YEQIX 1.1% · Real Estate+21% 1YMETA 1.1% · Communication Services-17% 1YAKAM 1.1% · Information Technology+32% 1YPPL 1.1% · Utilities-3% 1YSE 1.1% · Consumer Cyclical-53% 1YINTC 1.1% · Information Technology · in Momentum Top 15+137% 1YV 0.9% · Financials+16% 1YVSH 0.9% · Information Technology+74% 1YCCL 0.9% · Consumer Discretionary-4% 1YUNP 0.9% · Industrials+40% 1YOKTA 0.9% · Information Technology · in Momentum Blend+151% 1YOXY 0.9% · Energy+51% 1YUAL 0.9% · Industrials+6% 1YATI 0.9% · Industrials+81% 1YAEE 0.9% · Utilities+7% 1YMA 0.9% · Financials+7% 1YVST 0.9% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-26% 1YATO 0.9% · Utilities-1% 1YSTM 0.9% · Technology+93% 1YLSCC 0.9% · Information Technology+45% 1YSGI 0.9% · Consumer Discretionary-23% 1YTER 0.9% · Information Technology · in Quality Growth, Momentum Top 15+120% 1YAEP 0.9% · Utilities+15% 1YCRH 0.9% · Materials-28% 1YAMKR 0.7% · Information Technology+13% 1YYUM 0.7% · Consumer Discretionary+7% 1YFLEX 0.7% · Information Technology+29% 1YTPR 0.7% · Consumer Discretionary-2% 1YFWONK 0.7% · Communication Services-6% 1YIEX 0.7% · Industrials+41% 1YCVS 0.7% · Health Care+14% 1YJBL 0.7% · Information Technology+34% 1YLNG 0.7% · Energy+38% 1YPINS 0.7% · Communication Services · in SURVYR. Barbell Momentum & T-Bill Shield-42% 1YU 0.7% · Technology+2% 1YORLY 0.7% · Consumer Discretionary-6% 1YOC 0.7% · Industrials-6% 1YBUD 0.7% · Consumer Defensive+34% 1YNWSA 0.7% · Communication Services+13% 1YWMB 0.7% · Energy+32% 1YTMUS 0.7% · Communication Services-32% 1YAZO 0.7% · Consumer Discretionary-18% 1YCGNX 0.7% · Information Technology+21% 1YGILD 0.7% · Health Care+35% 1YETR 0.7% · Utilities+14% 1YFDXF 0.7% · Industrials– 1YKLIC 0.7% · Information Technology+94% 1YBAC 0.7% · Financials-2% 1YINIO 0.7% · Industrials– 1YGD 0.7% · Industrials+2% 1YPNC 0.7% · Financials+27% 1YHAS 0.7% · Consumer Discretionary+56% 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