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)
+7.1%
SPY +14.2%
Volatility (1 yr)
19%
SPY 13%
Holdings
6
largest 20%
Top 5 weight
86%
concentrated

Sector mix

Information Technology70%
Communication Services16%
Consumer Staples14%

Overlap with SURVYR. models

SURVYR. Physical AI Grid & Power
Shared: AVGO, NVDA
15%Quality Growth
Shared: NVDA
7%SURVYR. Long Book
Shared: NVDA
5%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

NVDA 20.5% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+16% 1YMSFT 18.5% · Information Technology+3% 1YAAPL 17.0% · Information Technology+31% 1YMETA 16.0% · Communication Services-14% 1YAVGO 14.5% · Information Technology · in SURVYR. Physical AI Grid & Power-6% 1YCOST 13.5% · Consumer Staples+8% 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