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)
-20.0%
SPY +13.5%
Volatility (1 yr)
18%
SPY 13%
Holdings
16
largest 25%
Top 5 weight
45%
diversified

Sector mix

Fixed Income / T-Bill Shield25%
Industrials20%
Biotech & Healthcare15%
Industrials & Aerospace5%
Utilities5%
Information Technology5%
AI Hardware & EMS5%
Health Care5%
Financials5%
Defense & Safety5%
Communication Services5%

Overlap with SURVYR. models

SURVYR. Barbell Momentum & T-Bill Shield
Shared: ACM, AMTM, ANET, BOXX, BSX, CDRE, CLS, CPRT, DY, FTAI, INSM, KKR, NRG, OCUL, PINS, VKTX
100%SURVYR. Physical AI Grid & Power
Shared: ANET, DY, NRG
15%SURVYR. Long Book
Shared: ANET, FTAI
7%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%

Holdings

BOXX 25.0% · Fixed Income / T-Bill Shield · in SURVYR. Barbell Momentum & T-Bill Shield+4% 1YFTAI 5.0% · Industrials & Aerospace · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Long Book-14% 1YNRG 5.0% · Utilities · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power-44% 1YDY 5.0% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power-19% 1YANET 5.0% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+19% 1YCLS 5.0% · AI Hardware & EMS · in SURVYR. Barbell Momentum & T-Bill Shield-8% 1YVKTX 5.0% · Biotech & Healthcare · in SURVYR. Barbell Momentum & T-Bill Shield-31% 1YINSM 5.0% · Biotech & Healthcare · in SURVYR. Barbell Momentum & T-Bill Shield-42% 1YBSX 5.0% · Health Care · in SURVYR. Barbell Momentum & T-Bill Shield-56% 1YKKR 5.0% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-24% 1YACM 5.0% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield-53% 1YCPRT 5.0% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield-35% 1YAMTM 5.0% · Industrials · in SURVYR. Barbell Momentum & T-Bill Shield-3% 1YCDRE 5.0% · Defense & Safety · in SURVYR. Barbell Momentum & T-Bill Shield-28% 1YPINS 5.0% · Communication Services · in SURVYR. Barbell Momentum & T-Bill Shield-42% 1YOCUL 5.0% · Biotech & Healthcare · in SURVYR. Barbell Momentum & T-Bill Shield-42% 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