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)
+10.6%
SPY +13.5%
Volatility (1 yr)
14%
SPY 13%
Holdings
80
largest 6%
Top 5 weight
22%
diversified

Sector mix

Financials20%
Industrials18%
Consumer Discretionary13%
Health Care8%
Materials8%
Communication Services7%
Healthcare6%
Real Estate5%
US Equities5%
Technology4%
Consumer Cyclical4%
Information Technology3%
Cloud Data AI1%
Consumer Staples1%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN, QCOM, SPCX, TSM
8%New Highs Growth
Shared: ROIV
1%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

V 6.3% · Financials+16% 1YTSM 4.3% · Technology · in SURVYR. Long Book+48% 1YAPD 4.0% · Materials+23% 1YSHW 3.8% · Materials-2% 1YFTV 3.5% · Industrials+25% 1YMETA 3.0% · Communication Services-17% 1YSCHW 2.8% · Financials-5% 1YTMO 2.8% · Health Care+23% 1YJPM 2.7% · Financials+13% 1YLII 2.6% · Industrials-25% 1YAMZN 2.5% · Consumer Discretionary · in SURVYR. Long Book+12% 1YRACE 2.3% · Consumer Cyclical-3% 1YCVNA 2.3% · Consumer Discretionary-17% 1YMCD 2.2% · Consumer Discretionary-17% 1YBBIO 2.1% · Healthcare+9% 1YBA 2.0% · Industrials-25% 1YMAA 2.0% · Real Estate-6% 1YDIS 2.0% · Communication Services-0% 1YFDX 1.9% · Industrials+57% 1YMSCI 1.9% · Financials+12% 1YADPT 1.8% · Healthcare+62% 1YWAT 1.8% · Health Care+33% 1YJCI 1.8% · Industrials+39% 1YUNP 1.6% · Industrials+40% 1YMSFT 1.6% · Information Technology+1% 1YSE 1.5% · Consumer Cyclical-53% 1YCPT 1.5% · Real Estate+2% 1YRRX 1.4% · Industrials+9% 1YBMRN 1.2% · Health Care+5% 1YIBKR 1.2% · Financials+19% 1YDLR 1.2% · Real Estate+3% 1YCCL 1.2% · Consumer Discretionary-4% 1YGM 1.1% · Consumer Discretionary+17% 1YAON 1.1% · Financials-10% 1YCVS 1.1% · Health Care+14% 1YFDXF 1.0% · Industrials– 1YICE 1.0% · Financials-1% 1YMS 1.0% · Financials+15% 1YHD 0.9% · Consumer Discretionary-15% 1YTIC 0.8% · Industrials-17% 1YQCOM 0.8% · Information Technology · in SURVYR. Long Book+0% 1YAPTV 0.8% · Consumer Discretionary-49% 1YRDDT 0.8% · Communication Services-38% 1YHAS 0.7% · Consumer Discretionary+56% 1YAVB 0.7% · US Equities– 1YDKS 0.7% · Consumer Discretionary-37% 1YSNOW 0.7% · Cloud Data AI+27% 1YEQH 0.7% · Financials+15% 1YTTWO 0.7% · Communication Services-21% 1YTSLA 0.7% · Consumer Discretionary-10% 1YATI 0.6% · Industrials+81% 1YROIV 0.6% · Health Care · in New Highs Growth+94% 1YSPCX 0.6% · Industrials · in SURVYR. Long Book– 1YAS 0.6% · US Equities-13% 1YMANE 0.5% · US Equities– 1YMDLN 0.5% · Healthcare– 1YBCE 0.5% · US Equities-10% 1YUSFD 0.5% · Consumer Staples+38% 1YORKA 0.4% · Healthcare+246% 1YNAMS 0.4% · Healthcare-43% 1YSION 0.4% · US Equities-90% 1YCB 0.4% · Financials+28% 1YPHVS 0.4% · US Equities+40% 1YUBS 0.3% · US Equities+24% 1YBTSG 0.3% · Health Care+73% 1YINBX 0.3% · US Equities+63% 1YNTRA 0.3% · Healthcare+114% 1YDB 0.2% · US Equities-2% 1YCOF 0.2% · Financials-8% 1YCRBG 0.2% · Financials+14% 1YSEDG 0.2% · Information Technology-19% 1YDMRA 0.2% · US Equities+199% 1YORIC 0.2% · Healthcare-33% 1YBRKR 0.2% · Health Care+58% 1YLAB 0.1% · Healthcare-53% 1YDNA 0.1% · US Equities-16% 1YCME 0.1% · Financials+12% 1YTW 0.1% · US Equities+9% 1YTRVI 0.1% · US Equities+27% 1YINFQ 0.1% · US Equities– 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.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

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

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026