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)
+13.8%
SPY +13.5%
Volatility (1 yr)
27%
SPY 13%
Holdings
19
largest 11%
Top 5 weight
45%
diversified

Sector mix

Information Technology20%
Consumer Discretionary15%
Consumer Staples13%
Technology12%
Utilities11%
Health Care9%
Consumer Defensive9%
Consumer Cyclical4%
Energy4%
Financial Services2%
US Equities1%

Overlap with SURVYR. models

Momentum Top 15
Shared: STX, TWLO
9%SURVYR. Long Book
Shared: STX, TLN
7%Quality Growth
Shared: STX
7%SURVYR. Physical AI Grid & Power
Shared: TLN
6%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

TLN 10.9% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-15% 1YSTX 9.5% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YPRMB 9.0% · Consumer Defensive-13% 1YPFGC 7.8% · Consumer Staples-4% 1YMKSI 7.5% · Information Technology+42% 1YDKS 7.0% · Consumer Discretionary-37% 1YCVNA 6.1% · Consumer Discretionary-17% 1YSHC 5.7% · Health Care+11% 1YCELH 5.5% · Consumer Staples-55% 1YGDS 5.4% · Technology-36% 1YGIL 3.9% · Consumer Cyclical-33% 1YGLNG 3.7% · Energy+12% 1YBRKR 3.6% · Health Care+58% 1YSTM 3.4% · Technology+93% 1YBTDR 3.2% · Technology-69% 1YTWLO 2.7% · Information Technology · in Momentum Top 15+122% 1YFUN 2.2% · Consumer Discretionary-71% 1YRIOT 1.6% · Financial Services-41% 1YRSP 1.2% · US Equities+15% 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