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)
+49.9%
SPY +14.2%
Volatility (1 yr)
42%
SPY 13%
Holdings
6
largest 21%
Top 5 weight
86%
concentrated

Sector mix

Industrials21%
Information Technology18%
Technology16%
Health Care16%
Consumer Discretionary14%
Healthcare14%

Overlap with SURVYR. models

SURVYR. Physical AI Grid & Power
Shared: VRT
8%Momentum Top 15
Shared: COHR
7%SURVYR. Long Book
Shared: AMZN
5%Quality Growth
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

VRT 21.0% · Industrials · in SURVYR. Physical AI Grid & Power+7% 1YCOHR 18.5% · Information Technology · in Momentum Top 15+71% 1YALAB 16.5% · Technology+57% 1YLLY 15.5% · Health Care+56% 1YAMZN 14.5% · Consumer Discretionary · in SURVYR. Long Book+11% 1YNTRA 14.0% · Healthcare+110% 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