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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)
+35.5%
SPY +16.6%
Volatility (1 yr)
34%
SPY 13%
Holdings
80
largest 8%
Top 5 weight
26%
diversified

Sector mix

Unknown45%
Information Technology15%
Consumer Discretionary11%
Financials8%
Healthcare6%
Industrials6%
Communication Services5%
Health Care3%
Technology2%
Consumer Cyclical0%

Overlap with Coteau models

Momentum Top 15
Shared: AMD, TER
8%Quality Growth
Shared: NVDA, PLTR, TER
6%Momentum Blend
No shared holdings
0%

Holdings

TSLA 7.8% · Consumer Discretionary-17% 1YAMD 5.5% · Information Technology · in Momentum Top 15+131% 1YSPCX 5.2% · sector n/a– 1YTEM 4.0% · sector n/a-27% 1YHOOD 3.6% · Financials-26% 1YCRSP 3.6% · sector n/a-28% 1YSHOP 3.2% · sector n/a+8% 1YTWST 3.1% · sector n/a+332% 1YTXG 2.6% · Healthcare+491% 1YAMZN 2.6% · Consumer Discretionary+23% 1YPLTR 2.5% · Information Technology · in Quality Growth+9% 1YGOOG 2.5% · Communication Services+34% 1YCOIN 2.5% · Financials-50% 1YRBLXRBLX 2.4% · sector n/a-62% 1YBEAM 2.4% · Healthcare-7% 1YTER 2.1% · Information Technology · in Momentum Top 15, Quality Growth+143% 1YNTLA 2.0% · sector n/a-53% 1YCRCL 2.0% · sector n/a-36% 1YNVDA 1.9% · Information Technology · in Quality Growth+19% 1YCRWV 1.8% · sector n/a-55% 1YDE 1.7% · Industrials+38% 1YXYZ 1.6% · Financials+3% 1YKTOS 1.6% · Industrials-53% 1YTSM 1.6% · Technology+44% 1YNTRA 1.3% · Healthcare+120% 1YILMN 1.3% · Health Care+174% 1YCBRS 1.1% · sector n/a– 1YRKLB 1.1% · sector n/a-22% 1YBLSH 1.0% · sector n/a-52% 1YAVGO 1.0% · Information Technology-4% 1YRXRX 1.0% · sector n/a-38% 1YACHR 1.0% · sector n/a-64% 1YABSI 1.0% · sector n/a+89% 1YVCYT 0.9% · Health Care+22% 1YMETA 0.9% · Communication Services-1% 1YARKB 0.8% · sector n/a-23% 1YLHX 0.8% · Industrials-11% 1YBMNR 0.8% · sector n/a-57% 1YPSNL 0.7% · sector n/a+74% 1YWGS 0.7% · sector n/a-45% 1YBWXT 0.7% · Industrials-34% 1YAVAVAVAV 0.7% · Industrials-66% 1YXE 0.6% · sector n/a– 1YLLY 0.6% · Health Care+55% 1YROKUROKU 0.5% · Communication Services+65% 1YGH 0.5% · sector n/a+141% 1YDASH 0.5% · Consumer Discretionary-29% 1YSNOW 0.4% · sector n/a+31% 1YTRMB 0.4% · Information Technology-23% 1YSOFI 0.4% · sector n/a-46% 1YIRDMIRDM 0.4% · Communication Services+143% 1YJOBYJOBY 0.4% · sector n/a-71% 1YCAT 0.4% · Industrials+39% 1YLUNR 0.4% · sector n/a-13% 1YCDNA 0.4% · sector n/a+366% 1YFIG 0.4% · sector n/a-62% 1YDDOG 0.4% · Information Technology+70% 1YCERS 0.3% · sector n/a+45% 1YTOSTTOST 0.3% · Financials-15% 1YGOOGL 0.3% · Communication Services+36% 1YPACB 0.3% · sector n/a+12% 1YCMPS 0.3% · sector n/a+70% 1YESLT 0.3% · sector n/a+54% 1YADPT 0.3% · sector n/a+47% 1YNRIX 0.3% · sector n/a+143% 1YNET 0.3% · sector n/a+40% 1YBFLY 0.3% · sector n/a+252% 1YAUR 0.3% · Consumer Cyclical-4% 1YMELI 0.2% · sector n/a-10% 1YALMR 0.2% · sector n/a– 1YCCJCCJ 0.2% · sector n/a-7% 1YTDY 0.2% · Information Technology+10% 1YSNPS 0.2% · Information Technology+2% 1YSYM 0.2% · sector n/a-43% 1YSDGR 0.2% · Health Care+20% 1YBIDU 0.2% · Communication Services-34% 1YSPOT 0.2% · sector n/a-20% 1YP 0.2% · Information Technology+38% 1YDKNG 0.2% · sector n/a-42% 1YPRMEPRME 0.2% · sector n/a-30% 1Y

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

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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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