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)
+110.3%
SPY +13.5%
Volatility (1 yr)
23%
SPY 13%
Holdings
25
largest 4%
Top 5 weight
20%
diversified

Sector mix

Information Technology36%
Healthcare32%
Health Care16%
Energy8%
Industrials4%
Financials4%

Overlap with SURVYR. models

New Highs Growth
Shared: APH, CGON, CRWD, DDOG, DELL, DGII, DINO, ETON, FTNT, JAZZ, JNJ, KNSA, KOD, LFUS, LITE, NATL, NVT, PANW, PARR, PRAX, RLAY, ROIV, RVMD, SEPN, SUPN
100%Momentum Blend
Shared: DELL, DGII, FTNT
12%Quality Growth
Shared: APH, DELL
8%Momentum Top 15
Shared: DELL, LITE
8%SURVYR. Long Book
Shared: RVMD
2%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

PRAX 4.0% · Healthcare · in New Highs Growth+44% 1YLITE 4.0% · Information Technology · in Momentum Top 15, New Highs Growth+347% 1YRVMD 4.0% · Healthcare · in New Highs Growth, SURVYR. Long Book+221% 1YRLAY 4.0% · Healthcare · in New Highs Growth+155% 1YDELL 4.0% · Information Technology · in Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth+213% 1YETON 4.0% · Healthcare · in New Highs Growth+177% 1YKOD 4.0% · Healthcare · in New Highs Growth+385% 1YROIV 4.0% · Health Care · in New Highs Growth+94% 1YPARR 4.0% · Energy · in New Highs Growth+82% 1YSEPN 4.0% · Healthcare · in New Highs Growth+95% 1YKNSA 4.0% · Healthcare · in New Highs Growth+120% 1YDGII 4.0% · Information Technology · in Momentum Blend, New Highs Growth+106% 1YFTNT 4.0% · Information Technology · in Momentum Blend, New Highs Growth+117% 1YDINO 4.0% · Energy · in New Highs Growth+115% 1YJAZZ 4.0% · Health Care · in New Highs Growth+48% 1YCGON 4.0% · Healthcare · in New Highs Growth+42% 1YCRWD 4.0% · Information Technology · in New Highs Growth+102% 1YPANW 4.0% · Information Technology · in New Highs Growth+82% 1YDDOG 4.0% · Information Technology · in New Highs Growth+78% 1YLFUS 4.0% · Information Technology · in New Highs Growth+42% 1YNVT 4.0% · Industrials · in New Highs Growth+30% 1YJNJ 4.0% · Health Care · in New Highs Growth+44% 1YAPH 4.0% · Information Technology · in Quality Growth, New Highs Growth+16% 1YNATL 4.0% · Financials · in New Highs Growth+22% 1YSUPN 4.0% · Health Care · in New Highs Growth-22% 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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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