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)
+8.2%
SPY +13.5%
Volatility (1 yr)
17%
SPY 13%
Holdings
50
largest 16%
Top 5 weight
53%
diversified

Sector mix

Industrials20%
Financials18%
Consumer Staples16%
Financial Services10%
Consumer Discretionary10%
US Equities5%
Basic Materials5%
Materials5%
Energy4%
Communication Services3%
Information Technology2%
Health Care1%
Fixed Income / Bonds0%

Overlap with SURVYR. models

New Highs Growth
Shared: DINO, JNJ
2%Momentum Blend
Shared: VLO
1%SURVYR. Physical AI Grid & Power
Shared: GEV
0%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Long Book
No shared holdings
0%

Holdings

BRK-B 15.6% · Financials+11% 1YALK 10.7% · Industrials-20% 1YBRK-A 10.3% · Financial Services+11% 1YDG 8.7% · Consumer Staples+26% 1YDECK 7.5% · Consumer Discretionary-11% 1YDLTR 7.2% · Consumer Staples+21% 1YBLDR 5.6% · Industrials-54% 1YOLN 4.8% · Basic Materials-29% 1YNEM 4.7% · Materials+45% 1YKGC 4.1% · US Equities+1% 1YPAYX 2.4% · Industrials-8% 1YFIVE 2.1% · Consumer Discretionary+44% 1YSPGI 2.1% · Financials-4% 1YDINO 2.0% · Energy · in New Highs Growth+115% 1YDIS 1.7% · Communication Services-0% 1YCTSH 1.7% · Information Technology-0% 1YVLO 1.1% · Energy · in Momentum Blend+127% 1YCMI 1.0% · Industrials+28% 1YXOM 0.9% · Energy+60% 1YSKYD 0.7% · Communication Services-52% 1YTRV 0.7% · Financials+49% 1YMRK 0.6% · Health Care+66% 1YEQNR 0.6% · US Equities+103% 1YSBUX 0.5% · Consumer Discretionary+21% 1YGE 0.4% · Industrials-4% 1YCOST 0.4% · Consumer Staples+7% 1YGEV 0.3% · Industrials · in SURVYR. Physical AI Grid & Power+53% 1YNXPI 0.2% · Information Technology+16% 1YGLDM 0.2% · US Equities+2% 1YSMHI 0.2% · US Equities+48% 1YAAPL 0.2% · Information Technology+30% 1YKO 0.1% · Consumer Staples+34% 1YAXP 0.1% · Financials-13% 1YCVX 0.1% · Energy+53% 1YSGOV 0.1% · Fixed Income / Bonds+4% 1YGOOG 0.1% · Communication Services+18% 1YPHYS 0.1% · US Equities+2% 1YSHEL 0.0% · Energy+44% 1YMA 0.0% · Financials+7% 1YSYF 0.0% · Financials+2% 1YPM 0.0% · Consumer Staples+37% 1YGEHC 0.0% · Health Care-9% 1YGOOGL 0.0% · Communication Services+19% 1YPSX 0.0% · Energy+104% 1YMSFT 0.0% · Information Technology+1% 1YSIVR 0.0% · US Equities+16% 1YMCHP 0.0% · Information Technology+27% 1YNFLX 0.0% · Communication Services-43% 1YSUNB 0.0% · Industrials– 1YJNJ 0.0% · Health Care · in New Highs Growth+44% 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