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)
+8.1%
SPY +13.5%
Volatility (1 yr)
15%
SPY 13%
Holdings
51
largest 11%
Top 5 weight
40%
diversified

Sector mix

Communication Services26%
Financials20%
Health Care20%
Technology12%
Industrials10%
Healthcare6%
Information Technology5%
Financial Services1%
Consumer Discretionary0%
US Equities0%
Real Estate0%
Consumer Staples0%
Consumer Cyclical0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: MU, TSM
4%SURVYR. Barbell Momentum & T-Bill Shield
Shared: AMTM
0%Quality Growth
Shared: MU
0%Momentum Top 15
Shared: MU
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

GOOGL 11.1% · Communication Services+19% 1YTSM 8.7% · Technology · in SURVYR. Long Book+48% 1YFWONK 7.7% · Communication Services-6% 1YSCHW 6.6% · Financials-5% 1YCOF 6.1% · Financials-8% 1YELV 5.9% · Health Care+26% 1YICLR 5.5% · Healthcare+1% 1YGOOG 5.1% · Communication Services+18% 1YSUNB 5.0% · Industrials– 1YICE 4.9% · Financials-1% 1YMSA 4.7% · Industrials+9% 1YUNH 4.6% · Health Care+15% 1YTECH 3.7% · Health Care+14% 1YROP 3.6% · Information Technology-5% 1YALGN 3.1% · Health Care+12% 1YSAP 3.0% · Technology-12% 1YZTS 2.6% · Health Care-46% 1YBRK-B 2.3% · Financials+11% 1YACN 1.7% · Information Technology-4% 1YMETA 1.4% · Communication Services-17% 1YBRK-A 1.2% · Financial Services+11% 1YFWONA 0.9% · Communication Services-6% 1YAMTM 0.2% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield-3% 1YCACC 0.1% · Financials+8% 1YMU 0.0% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YGLIBK 0.0% · Communication Services-42% 1YEQH 0.0% · Financials+15% 1YGPI 0.0% · Consumer Discretionary-39% 1YVTI 0.0% · US Equities+13% 1YLAD 0.0% · Consumer Discretionary-9% 1YJ 0.0% · Industrials-7% 1YGLIBA 0.0% · Communication Services-42% 1YNFLX 0.0% · Communication Services-43% 1YVXUS 0.0% · US Equities+13% 1YGMED 0.0% · Health Care+28% 1YSDHC 0.0% · Real Estate-43% 1YCPA 0.0% · Industrials+11% 1YKSPI 0.0% · Technology+26% 1YAXP 0.0% · Financials-13% 1YAAPL 0.0% · Information Technology+30% 1YMSFT 0.0% · Information Technology+1% 1YSBGI 0.0% · Communication Services-3% 1YDG 0.0% · Consumer Staples+26% 1YFERG 0.0% · Industrials-7% 1YVT 0.0% · US Equities+13% 1YCHTR 0.0% · Communication Services-57% 1YHGV 0.0% · Consumer Discretionary-22% 1YSPGI 0.0% · Financials-4% 1YBAC 0.0% · Financials-2% 1YSTLA 0.0% · Consumer Cyclical-62% 1YRMNI 0.0% · Technology-11% 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