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)
+127.0%
SPY +13.5%
Volatility (1 yr)
22%
SPY 13%
Holdings
21
largest 5%
Top 5 weight
27%
diversified

Sector mix

Health Care26%
Information Technology25%
Financials12%
Industrials9%
Energy7%
Real Estate5%
Consumer Discretionary5%
Communication Services5%
Consumer Staples5%

Overlap with SURVYR. models

Momentum Blend
Shared: AAMI, CORT, DELL, DGII, DRH, ECPG, FTNT, HZO, INSW, MATX, MRNA, MSGS, NEO, NHC, OGN, OKTA, PAYC, TGT, UFCS, VLO, ZBRA
100%New Highs Growth
Shared: DELL, DGII, FTNT
12%Momentum Top 15
Shared: DELL, MRNA
11%Quality Growth
Shared: DELL
5%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%SURVYR. Long Book
No shared holdings
0%

Holdings

CORT 5.4% · Health Care · in Momentum Blend+21% 1YDRH 5.4% · Real Estate · in Momentum Blend+88% 1YDELL 5.4% · Information Technology · in Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth+213% 1YHZO 5.4% · Consumer Discretionary · in Momentum Blend+95% 1YFTNT 5.4% · Information Technology · in Momentum Blend, New Highs Growth+117% 1YZBRA 5.4% · Information Technology · in Momentum Blend+23% 1YPAYC 5.4% · Industrials · in Momentum Blend+32% 1YNEO 5.4% · Health Care · in Momentum Blend+70% 1YMRNA 5.4% · Health Care · in Momentum Top 15, Momentum Blend+680% 1YOKTA 5.4% · Information Technology · in Momentum Blend+151% 1YOGN 5.4% · Health Care · in Momentum Blend+96% 1YMSGS 4.7% · Communication Services · in Momentum Blend+69% 1YTGT 4.6% · Consumer Staples · in Momentum Blend+58% 1YUFCS 4.5% · Financials · in Momentum Blend+87% 1YNHC 4.3% · Health Care · in Momentum Blend+79% 1YMATX 3.9% · Industrials · in Momentum Blend+139% 1YECPG 3.9% · Financials · in Momentum Blend+124% 1YVLO 3.8% · Energy · in Momentum Blend+127% 1YAAMI 3.8% · Financials · in Momentum Blend+90% 1YINSW 3.6% · Energy · in Momentum Blend+167% 1YDGII 3.5% · Information Technology · in Momentum Blend, New Highs Growth+106% 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