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.
1-year return (weighted)
+8.5%
SPY +15.8%
Volatility (1 yr)
23%
SPY 13%
Holdings
36
largest 11%
Top 5 weight
37%
diversified
Sector mix
Overlap with Coteau models
Momentum Top 15
Shared: TWLO
4%Quality GrowthNo shared holdings
0%Momentum BlendNo shared holdings
0%New Highs GrowthNo shared holdings
0%Conviction 20No shared holdings
0%Holdings
RBCRBC 10.7% · Industrials+28% 1Y
DASH 7.5% · Consumer Discretionary-28% 1YQQ 7.2% · Information Technology– 1Y
FERG 6.9% · Industrials-5% 1Y
MELI 5.1% · Consumer Cyclical-11% 1Y
APG 5.0% · Industrials+15% 1Y
XPO 4.8% · Industrials+40% 1Y
CVNA 4.3% · Consumer Discretionary-11% 1Y
MAIR 3.9% · sector n/a– 1YTWLOTWLO 3.7% · Information Technology · in Momentum Top 15+137% 1Y
AFRM 3.5% · Financial Services+2% 1Y
FN 3.3% · Information Technology-13% 1Y
PRVA 2.9% · Health Care-13% 1Y
ULS 2.9% · Industrials-4% 1Y
CRH 2.8% · Materials-27% 1Y
SHOP 2.6% · sector n/a+5% 1Y
CLH 2.6% · Industrials+30% 1Y
RKT 2.5% · Financial Services-34% 1Y
VSEC 2.2% · Industrials-6% 1Y
FLS 2.1% · Industrials+38% 1Y
FOUR 2.1% · Financials-47% 1YWRBYWRBY 1.9% · Consumer Discretionary+18% 1Y
OPCH 1.3% · Health Care+11% 1Y
MDLN 1.0% · Healthcare– 1Y
XMTR 1.0% · sector n/a+94% 1Y
WIX 0.9% · Technology-43% 1Y
GSHD 0.9% · Financials-28% 1Y
AUR 0.7% · Consumer Cyclical-6% 1Y
CPNG 0.7% · Consumer Cyclical-55% 1Y
ANDG 0.6% · sector n/a– 1Y
AIT 0.5% · Industrials+33% 1Y
ENTG 0.5% · Information Technology+55% 1Y
ROL 0.5% · Industrials-40% 1Y
AGL 0.5% · sector n/a+271% 1Y
TECH 0.3% · Health Care+17% 1Y
AYI 0.3% · Industrials-14% 1Y
DASH 7.5% · Consumer Discretionary-28% 1YQQ 7.2% · Information Technology– 1YFERG 6.9% · Industrials-5% 1YMELI 5.1% · Consumer Cyclical-11% 1YAPG 5.0% · Industrials+15% 1YXPO 4.8% · Industrials+40% 1YCVNA 4.3% · Consumer Discretionary-11% 1YMAIR 3.9% · sector n/a– 1YTWLOTWLO 3.7% · Information Technology · in Momentum Top 15+137% 1YAFRM 3.5% · Financial Services+2% 1YFN 3.3% · Information Technology-13% 1YPRVA 2.9% · Health Care-13% 1YULS 2.9% · Industrials-4% 1YCRH 2.8% · Materials-27% 1YSHOP 2.6% · sector n/a+5% 1YCLH 2.6% · Industrials+30% 1YRKT 2.5% · Financial Services-34% 1YVSEC 2.2% · Industrials-6% 1YFLS 2.1% · Industrials+38% 1YFOUR 2.1% · Financials-47% 1YWRBYWRBY 1.9% · Consumer Discretionary+18% 1YOPCH 1.3% · Health Care+11% 1YMDLN 1.0% · Healthcare– 1YXMTR 1.0% · sector n/a+94% 1YWIX 0.9% · Technology-43% 1YGSHD 0.9% · Financials-28% 1YAUR 0.7% · Consumer Cyclical-6% 1YCPNG 0.7% · Consumer Cyclical-55% 1YANDG 0.6% · sector n/a– 1YAIT 0.5% · Industrials+33% 1YENTG 0.5% · Information Technology+55% 1YROL 0.5% · Industrials-40% 1YAGL 0.5% · sector n/a+271% 1YTECH 0.3% · Health Care+17% 1YAYI 0.3% · Industrials-14% 1YPrice 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.