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)
+3.7%
SPY +13.5%
Volatility (1 yr)
38%
SPY 13%
Holdings
14
largest 9%
Top 5 weight
41%
diversified

Sector mix

Industrials42%
Utilities30%
Information Technology28%

Overlap with SURVYR. models

SURVYR. Physical AI Grid & Power
Shared: ANET, AVGO, CEG, CIEN, DY, ETN, GEV, MTZ, NRG, NVDA, PWR, TLN, VRT, VST
100%SURVYR. Long Book
Shared: ANET, CEG, NVDA, TLN, VST
22%SURVYR. Barbell Momentum & T-Bill Shield
Shared: ANET, DY, NRG
15%Quality Growth
Shared: NVDA
7%Momentum Top 15
Shared: CIEN
6%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

CEG 9.0% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-33% 1YVST 8.0% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-26% 1YGEV 8.0% · Industrials · in SURVYR. Physical AI Grid & Power+53% 1YVRT 8.0% · Industrials · in SURVYR. Physical AI Grid & Power+8% 1YNVDA 8.0% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+14% 1YNRG 7.0% · Utilities · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power-44% 1YETN 7.0% · Industrials · in SURVYR. Physical AI Grid & Power+2% 1YPWR 7.0% · Industrials · in SURVYR. Physical AI Grid & Power+31% 1YANET 7.0% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+19% 1YDY 7.0% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power-19% 1YAVGO 7.0% · Information Technology · in SURVYR. Physical AI Grid & Power-5% 1YTLN 6.0% · Utilities · in SURVYR. Physical AI Grid & Power, SURVYR. Long Book-15% 1YCIEN 6.0% · Information Technology · in Momentum Top 15, SURVYR. Physical AI Grid & Power+92% 1YMTZ 5.0% · Industrials · in SURVYR. Physical AI Grid & Power-17% 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