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Portfolio X-ray

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.

Or start from: Momentum Top 15, Quality Growth, Momentum Blend, ARK Invest, Abrams Capital, Akre Capital
1-year return (weighted)
-11.2%
SPY +16.6%
Volatility (1 yr)
21%
SPY 13%
Holdings
19
largest 20%
Top 5 weight
58%
diversified

Sector mix

Financials47%
Information Technology21%
Financial Services10%
Consumer Discretionary7%
Real Estate7%
Industrials4%
Technology3%
Unknown1%

Overlap with Coteau models

Quality Growth
Shared: FICO
7%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%

Holdings

MA 20.0% · Financials+13% 1YMCO 10.3% · Financials+3% 1YBN 10.1% · Financial Services-17% 1YKKR 9.0% · Financials-25% 1YFICO 8.5% · Information Technology · in Quality Growth-52% 1YROP 7.8% · Information Technology-23% 1YVV 7.5% · Financials+19% 1YCSGP 6.5% · Real Estate-57% 1YCPRT 4.4% · Industrials-38% 1YORLY 3.9% · Consumer Discretionary-12% 1YABNB 3.3% · Consumer Discretionary+39% 1YCCC 3.0% · Technology-13% 1YNOW 2.4% · Information Technology-20% 1YCRM 2.2% · Information Technology+1% 1YGSHD 0.4% · Financials-32% 1YSOPH 0.4% · sector n/a+51% 1YPRM 0.2% · sector n/a+15% 1YAMT 0.1% · Real Estate-0% 1YBRK-B 0.1% · Financials+8% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.

coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.
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