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)
+2.7%
SPY +13.5%
Volatility (1 yr)
29%
SPY 13%
Holdings
6
largest 20%
Top 5 weight
86%
concentrated

Sector mix

Utilities39%
Information Technology32%
Financials29%

Overlap with SURVYR. models

SURVYR. Physical AI Grid & Power
Shared: TLN, VST
14%SURVYR. Long Book
Shared: TLN, VST
9%SURVYR. Barbell Momentum & T-Bill Shield
Shared: KKR
5%New Highs Growth
Shared: PANW
4%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%

Holdings

VST 20.5% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-26% 1YTLN 18.5% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-15% 1YPANW 17.0% · Information Technology · in New Highs Growth+82% 1YNOW 15.5% · Information Technology-15% 1YGS 14.5% · Financials+18% 1YKKR 14.0% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-24% 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