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)
+19.6%
SPY +13.5%
Volatility (1 yr)
25%
SPY 13%
Holdings
46
largest 10%
Top 5 weight
44%
diversified

Sector mix

Information Technology32%
Communication Services22%
Technology14%
Consumer Discretionary10%
Consumer Cyclical9%
Financials7%
Industrials5%
Health Care1%
Financial Services1%
Materials0%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMD, AMZN, NVDA, SPCX, STX, TSM
16%SURVYR. Physical AI Grid & Power
Shared: AVGO, GEV, NVDA
15%Quality Growth
Shared: NVDA, STX
8%Momentum Top 15
Shared: AMD, INTC, STX
5%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 9.7% · Technology · in SURVYR. Long Book+48% 1YAMZN 9.6% · Consumer Discretionary · in SURVYR. Long Book+12% 1YNVDA 9.3% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YGOOGL 8.7% · Communication Services+19% 1YMETA 6.6% · Communication Services-17% 1YLRCX 5.7% · Information Technology+54% 1YSE 5.0% · Consumer Cyclical-53% 1YAMAT 4.9% · Information Technology+72% 1YGEV 3.9% · Industrials · in SURVYR. Physical AI Grid & Power+53% 1YMSFT 3.5% · Information Technology+1% 1YCPAY 3.0% · Financials+40% 1YCBRS 2.8% · Technology– 1YAVGO 2.8% · Information Technology · in SURVYR. Physical AI Grid & Power-5% 1YCPNG 2.6% · Consumer Cyclical-56% 1YINTC 2.5% · Information Technology · in Momentum Top 15+137% 1YSPOT 2.2% · Communication Services-16% 1YTTWO 1.9% · Communication Services-21% 1YRDDT 1.8% · Communication Services-38% 1YAMD 1.6% · Information Technology · in Momentum Top 15, SURVYR. Long Book+116% 1YXYZ 1.5% · Financials-6% 1YAPO 1.3% · Financials-8% 1YSTX 1.1% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YV 1.1% · Financials+16% 1YMELI 1.1% · Consumer Cyclical-26% 1YFWONK 0.9% · Communication Services-6% 1YNU 0.6% · Financial Services-23% 1YWLTH 0.6% · Technology– 1YUNH 0.5% · Health Care+15% 1YCHYM 0.5% · Technology+51% 1YEQPT 0.4% · Industrials– 1YSHW 0.4% · Materials-2% 1YDHR 0.4% · Health Care+6% 1YNOW 0.4% · Information Technology-15% 1YSPCX 0.3% · Industrials · in SURVYR. Long Book– 1YBULL 0.2% · Technology-52% 1YRERE 0.2% · Consumer Cyclical-2% 1YAPLD 0.1% · Technology-43% 1YCIFR 0.1% · Technology-59% 1YCORZ 0.1% · Technology-28% 1YUBER 0.0% · Industrials-32% 1YJD 0.0% · Consumer Cyclical-23% 1YDASH 0.0% · Consumer Discretionary-35% 1YPONY 0.0% · Technology-74% 1YARX 0.0% · Financial Services+56% 1YGEMI 0.0% · Financial Services-85% 1YMNTN 0.0% · Technology-47% 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