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)
-6.6%
SPY +13.6%
Volatility (1 yr)
22%
SPY 13%
Holdings
18
largest 14%
Top 5 weight
57%
diversified

Sector mix

Financials37%
Communication Services23%
Consumer Discretionary12%
Financial Services12%
Information Technology8%
Industrials3%
Real Estate2%
Technology2%

Overlap with SURVYR. models

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

Holdings

V 14.1% · Financials+16% 1YAMZN 12.4% · Consumer Discretionary · in SURVYR. Long Book+11% 1YRKT 11.6% · Financial Services-34% 1YBLK 9.9% · Financials+5% 1YMETA 9.2% · Communication Services-18% 1YCRM 8.3% · Information Technology-4% 1YTOST 7.0% · Financials-15% 1YKKR 5.8% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-22% 1YSPOT 4.3% · Communication Services-18% 1YLLYVK 4.1% · Communication Services+11% 1YSSD 3.1% · Industrials+3% 1YRBLX 3.0% · Communication Services-60% 1YCBRE 2.4% · Real Estate-22% 1YLLYVA 1.4% · Communication Services+10% 1YMDB 1.0% · Technology+17% 1YLYV 1.0% · Communication Services+14% 1YWIX 0.8% · Technology-44% 1YPAYP 0.5% · Technology– 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