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)
-6.8%
SPY +14.2%
Volatility (1 yr)
21%
SPY 13%
Holdings
28
largest 14%
Top 5 weight
43%
diversified

Sector mix

Consumer Discretionary26%
Financials22%
Information Technology16%
Communication Services7%
Real Estate7%
Health Care7%
Technology5%
Unknown4%
Industrials3%
Consumer Cyclical2%
Cloud Data AI1%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: AMZN, NVDA
4%Quality Growth
Shared: NVDA, PLTR
3%SURVYR. Physical AI Grid & Power
Shared: NVDA
2%New Highs Growth
Shared: DDOG
2%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

TSLA 14.5% · Consumer Discretionary-10% 1YMSCI 8.2% · Financials+16% 1YIT 7.4% · Information Technology-8% 1YCSGP 6.8% · Real Estate-57% 1YH 6.1% · Consumer Discretionary+16% 1YACGL 5.6% · Financials+17% 1YIDXX 5.2% · Health Care-11% 1YFDS 4.5% · Financials+15% 1YANSS 4.1% · sector n/a– 1YMTN 3.8% · Consumer Discretionary+4% 1YFIG 3.4% · Technology-57% 1YSCHW 3.2% · Financials-4% 1YVRSK 3.0% · Industrials-16% 1YTTD 2.8% · Communication Services-75% 1YSPOT 2.6% · Communication Services-11% 1YCPNG 2.4% · Consumer Cyclical-56% 1YNVDA 2.2% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+16% 1YMETA 2.0% · Communication Services-14% 1YAMZN 1.8% · Consumer Discretionary · in SURVYR. Long Book+11% 1YMSFT 1.7% · Information Technology+3% 1YNOW 1.6% · Information Technology-15% 1YDDOG 1.5% · Information Technology · in New Highs Growth+79% 1YNET 1.3% · Technology+52% 1YSNOW 1.1% · Cloud Data AI+30% 1YPLTR 1.0% · Information Technology · in Quality Growth+8% 1YISRG 0.9% · Health Care-17% 1YBIO 0.7% · Health Care+10% 1YGWRE 0.6% · Information Technology-27% 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