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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)
+5.7%
SPY +15.8%
Volatility (1 yr)
33%
SPY 13%
Holdings
55
largest 62%
Top 5 weight
70%
concentrated

Sector mix

Unknown66%
Communication Services6%
Industrials5%
Consumer Staples4%
Consumer Discretionary3%
Health Care3%
Consumer Cyclical2%
Materials2%
Financial Services2%
Information Technology2%
Financials2%
Real Estate2%
Technology0%

Overlap with Coteau models

Conviction 20
Shared: AMZN, SPCX
4%Quality Growth
Shared: APP, STX
1%New Highs Growth
Shared: LFUS
0%Momentum Top 15
Shared: STX
0%Momentum Blend
No shared holdings
0%

Holdings

SPCX 61.9% · sector n/a · in Conviction 20– 1YCART 3.1% · Consumer Staples+30% 1YJHXJHX 2.1% · sector n/a+24% 1YNU 1.7% · Financial Services-2% 1YJCI 1.6% · Industrials+35% 1YMELI 1.4% · Consumer Cyclical-11% 1YUSFD 1.3% · Consumer Staples+35% 1YDHR 1.2% · Health Care+8% 1YSHW 1.2% · Materials+2% 1YRDDT 1.2% · Communication Services-23% 1YTMO 1.2% · Health Care+27% 1YKRC 1.1% · Real Estate-8% 1YCLH 1.1% · Industrials+30% 1YSGI 1.1% · Consumer Discretionary-23% 1YFLS 1.1% · Industrials+38% 1YAPP 1.0% · Communication Services · in Quality Growth-52% 1YMETA 0.9% · Communication Services-5% 1YFERG 0.9% · Industrials-5% 1YDISDIS 0.8% · Communication Services+1% 1YGOOGL 0.8% · Communication Services+33% 1YSPOT 0.8% · Communication Services-22% 1YCVNA 0.7% · Consumer Discretionary-11% 1YDASH 0.7% · Consumer Discretionary-28% 1YISRG 0.7% · Health Care-4% 1YSCHW 0.7% · Financials-3% 1YCOF 0.6% · Financials-5% 1YLINE 0.6% · sector n/a-10% 1YMLM 0.6% · Materials-19% 1YCOMP 0.5% · Real Estate+27% 1YCPNG 0.5% · Consumer Cyclical-55% 1YLINLIN 0.5% · Materials+13% 1YTSLA 0.5% · Consumer Discretionary-16% 1YLSCC 0.5% · Information Technology+53% 1YSE 0.5% · Consumer Cyclical-51% 1YAFRM 0.4% · Financial Services+2% 1YAMZN 0.4% · Consumer Discretionary · in Conviction 20+21% 1YBLDR 0.4% · sector n/a-56% 1YAPOAPO 0.4% · Financials-10% 1YQQ 0.4% · Information Technology– 1YTXN 0.3% · Information Technology+59% 1YMPWR 0.3% · Information Technology+22% 1YAMRZ 0.3% · sector n/a-19% 1YU 0.3% · Technology+14% 1YLFUS 0.3% · Information Technology · in New Highs Growth+43% 1YSHOP 0.3% · sector n/a+5% 1YCRWV 0.2% · sector n/a-51% 1YSNOW 0.2% · sector n/a+30% 1YPURR 0.1% · Financial Services– 1YMAIR 0.1% · sector n/a– 1YADIADI 0.1% · Information Technology+63% 1YCBRS 0.1% · Technology– 1YGOOG 0.1% · Communication Services+31% 1YSTX 0.1% · Information Technology · in Quality Growth, Momentum Top 15+217% 1YQNT 0.1% · Technology– 1YDPC 0.0% · sector n/a– 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.

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