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)
+285.5%
SPY +13.5%
Volatility (1 yr)
75%
SPY 13%
Holdings
23
largest 28%
Top 5 weight
78%
concentrated

Sector mix

Information Technology57%
Technology22%
Industrials9%
Communication Services6%
Financial Services5%
Energy1%
Unknown0%

Overlap with SURVYR. models

Momentum Top 15
Shared: BE, MU, SNDK
20%Quality Growth
Shared: MU, SNDK
13%SURVYR. Long Book
Shared: BE, MU, NBIS, SEI, TSM
13%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

SNDK 28.1% · Information Technology · in Quality Growth, Momentum Top 15+639% 1YMU 27.6% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YBE 9.4% · Industrials · in Momentum Top 15, SURVYR. Long Book+101% 1YTSM 6.3% · Technology · in SURVYR. Long Book+48% 1YNBIS 6.1% · Communication Services · in SURVYR. Long Book+36% 1YCRWV 3.7% · Technology-56% 1YCORZ 3.3% · Technology-28% 1YSTM 2.9% · Technology+93% 1YAPLD 2.3% · Technology-43% 1YRIOT 2.3% · Financial Services-41% 1YSHAZ 2.3% · Technology– 1YIREN 2.1% · Financial Services-58% 1YCLSK 0.9% · Information Technology-59% 1YKEEL 0.8% · Technology-50% 1YSEI 0.5% · Energy · in SURVYR. Long Book+37% 1YWYFI 0.3% · Technology-70% 1YBTDR 0.3% · Technology-69% 1YTE 0.2% · sector n/a-36% 1YHIVE 0.2% · Financial Services-66% 1YBW 0.1% · sector n/a+39% 1YPUMP 0.1% · sector n/a+5% 1YVSH 0.1% · Information Technology+74% 1YCBRS 0.0% · Technology– 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