coteau Get App

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 Coteau model.

Or start from: Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth, Conviction 20, ARK Invest
1-year return (weighted)
-1.0%
SPY +15.8%
Volatility (1 yr)
19%
SPY 13%
Holdings
40
largest 12%
Top 5 weight
46%
diversified

Sector mix

Financials29%
Unknown24%
Consumer Discretionary13%
Healthcare12%
Information Technology8%
Health Care8%
Real Estate4%
Energy1%
Communication Services0%
Industrials0%
Financial Services0%

Overlap with Coteau models

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%Conviction 20
Shared: AMZN
0%

Holdings

ICLR 11.9% · Healthcare-8% 1YOMF 10.1% · sector n/a+8% 1YSNX 8.4% · Information Technology+62% 1YELV 8.2% · Health Care+27% 1YSLM 7.6% · Financials-13% 1YAJG 6.4% · Financials-6% 1YAN 6.2% · Consumer Discretionary-25% 1YRYAAY 5.6% · sector n/a-11% 1YPRI 5.4% · Financials+10% 1YLEN 4.7% · Consumer Discretionary-36% 1YBLDR 4.6% · sector n/a-56% 1YCOF 4.3% · Financials-5% 1YMRP 3.9% · Real Estate-20% 1YMPLX 3.9% · sector n/a+27% 1YFNF 3.5% · Financials-22% 1YDHIDHI 2.4% · Consumer Discretionary-8% 1YFG 1.4% · Financials-29% 1YAM 0.9% · Energy+17% 1YGOOGL 0.2% · Communication Services+33% 1YHCA 0.0% · Health Care+8% 1YJPM 0.0% · Financials+13% 1YSUNB 0.0% · Industrials– 1YMSFT 0.0% · Information Technology+4% 1YGOOG 0.0% · Communication Services+31% 1YBAC 0.0% · Financials-1% 1YCMCSA 0.0% · Communication Services-15% 1YAMAT 0.0% · Information Technology+79% 1YAMZN 0.0% · Consumer Discretionary · in Conviction 20+21% 1YMA 0.0% · Financials+10% 1YSPGI 0.0% · Financials-2% 1YNU 0.0% · Financial Services-2% 1YMARMAR 0.0% · Consumer Discretionary+54% 1YPGR 0.0% · Financials+8% 1YTXN 0.0% · Information Technology+59% 1YETET 0.0% · sector n/a+25% 1YADIADI 0.0% · Information Technology+63% 1YMCO 0.0% · Financials+1% 1YVV 0.0% · Financials+19% 1YMETA 0.0% · Communication Services-5% 1YUNHUNH 0.0% · Health Care+18% 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 Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.

How it worksDisclaimerTermsPrivacyData status