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)
+235.5%
SPY +13.5%
Volatility (1 yr)
58%
SPY 13%
Holdings
15
largest 7%
Top 5 weight
33%
diversified

Sector mix

Information Technology87%
Health Care7%
Industrials7%

Overlap with SURVYR. models

Momentum Top 15
Shared: AMD, BE, CIEN, COHR, DELL, INTC, LITE, MRNA, MRVL, MU, SNDK, STX, TER, TWLO, WDC
100%Quality Growth
Shared: DELL, MU, SNDK, STX, TER
33%SURVYR. Long Book
Shared: AMD, BE, MRVL, MU, STX
15%Momentum Blend
Shared: DELL, MRNA
11%New Highs Growth
Shared: DELL, LITE
8%SURVYR. Physical AI Grid & Power
Shared: CIEN
6%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

SNDK 6.7% · Information Technology · in Quality Growth, Momentum Top 15+639% 1YMU 6.7% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+322% 1YLITE 6.7% · Information Technology · in Momentum Top 15, New Highs Growth+347% 1YMRNA 6.7% · Health Care · in Momentum Top 15, Momentum Blend+680% 1YWDC 6.7% · Information Technology · in Momentum Top 15+201% 1YSTX 6.7% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+192% 1YDELL 6.7% · Information Technology · in Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth+213% 1YAMD 6.7% · Information Technology · in Momentum Top 15, SURVYR. Long Book+116% 1YINTC 6.7% · Information Technology · in Momentum Top 15+137% 1YCIEN 6.7% · Information Technology · in Momentum Top 15, SURVYR. Physical AI Grid & Power+92% 1YCOHR 6.7% · Information Technology · in Momentum Top 15+75% 1YTER 6.7% · Information Technology · in Quality Growth, Momentum Top 15+120% 1YMRVL 6.7% · Information Technology · in Momentum Top 15, SURVYR. Long Book+175% 1YBE 6.7% · Industrials · in Momentum Top 15, SURVYR. Long Book+101% 1YTWLO 6.7% · Information Technology · in Momentum Top 15+122% 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