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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)
+14.7%
SPY +16.6%
Volatility (1 yr)
15%
SPY 13%
Holdings
23
largest 17%
Top 5 weight
50%
diversified

Sector mix

Consumer Discretionary26%
Industrials19%
Health Care15%
Financials11%
Communication Services11%
Consumer Cyclical9%
Materials3%
Consumer Defensive2%
Technology2%
Real Estate2%
Financial Services0%

Overlap with Coteau models

Momentum Top 15
No shared holdings
0%Quality Growth
No shared holdings
0%Momentum Blend
No shared holdings
0%

Holdings

AMZN 16.5% · Consumer Discretionary+23% 1YELV 9.1% · Health Care+26% 1YQSR 9.0% · Consumer Cyclical+14% 1YGOOG 9.0% · Communication Services+34% 1YFERG 6.4% · Industrials-3% 1YGPC 6.1% · Consumer Discretionary+1% 1YUNP 6.0% · Industrials+30% 1YVV 4.4% · Financials+19% 1YWCC 4.2% · Industrials+61% 1YAON 4.2% · Financials-16% 1YTFX 3.3% · Health Care+2% 1YNCLH 3.0% · Consumer Discretionary-34% 1YMOH 2.7% · Health Care+9% 1YCME 2.5% · Financials+14% 1YHLF 2.2% · Consumer Defensive+58% 1YEXP 2.2% · Materials-28% 1YGDS 2.1% · Technology-31% 1YCOLD 2.0% · Real Estate+8% 1YLBTYK 1.7% · Communication Services-33% 1YAERO 1.6% · Industrials– 1YAXTA 0.8% · Materials+18% 1YDNOW 0.7% · Industrials+15% 1YPS 0.2% · Financial Services– 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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