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)
-4.5%
SPY +14.2%
Volatility (1 yr)
31%
SPY 13%
Holdings
6
largest 20%
Top 5 weight
87%
concentrated

Sector mix

Industrials50%
Financials30%
Technology20%

Overlap with SURVYR. models

SURVYR. Barbell Momentum & T-Bill Shield
Shared: KKR
5%SURVYR. Long Book
Shared: HWM
5%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Physical AI Grid & Power
No shared holdings
0%

Holdings

CRDO 20.5% · Technology-3% 1YHWM 19.0% · Industrials · in SURVYR. Long Book-2% 1YGE 17.5% · Industrials-5% 1YKKR 15.5% · Financials · in SURVYR. Barbell Momentum & T-Bill Shield-24% 1YAPO 14.5% · Financials-7% 1YWWD 13.0% · Industrials+15% 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.

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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