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)
+15.0%
SPY +13.5%
Volatility (1 yr)
16%
SPY 13%
Holdings
17
largest 21%
Top 5 weight
59%
diversified

Sector mix

Industrials30%
Technology21%
Communication Services17%
Consumer Discretionary9%
Information Technology7%
Financials7%
Materials7%
Health Care1%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN, NVDA, TSM
13%Quality Growth
Shared: NVDA
5%SURVYR. Physical AI Grid & Power
Shared: NVDA
5%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

TSM 20.8% · Technology · in SURVYR. Long Book+48% 1YTDG 12.2% · Industrials-17% 1YGOOGL 9.4% · Communication Services+19% 1YAMZN 8.9% · Consumer Discretionary · in SURVYR. Long Book+12% 1YDE 7.6% · Industrials+35% 1YFWONK 7.2% · Communication Services-6% 1YVMC 6.6% · Materials-9% 1YNVDA 5.5% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YWCN 4.1% · Industrials+5% 1YV 4.0% · Financials+16% 1YALSN 3.6% · Industrials+30% 1YMA 3.5% · Financials+7% 1YWWD 2.4% · Industrials+15% 1YGWRE 2.0% · Information Technology-33% 1YVEEV 1.5% · Health Care+6% 1YMLM 0.5% · Materials-18% 1YTTAN 0.3% · Technology-18% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. · Important disclosures

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

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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