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)
+18.6%
SPY +14.2%
Volatility (1 yr)
29%
SPY 13%
Holdings
6
largest 22%
Top 5 weight
86%
concentrated

Sector mix

Industrials54%
Information Technology16%
Communication Services16%
Technology14%

Overlap with SURVYR. models

SURVYR. Physical AI Grid & Power
Shared: ETN, GEV, PWR
22%SURVYR. Long Book
Shared: TSM
4%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%SURVYR. Barbell Momentum & T-Bill Shield
No shared holdings
0%

Holdings

GEV 21.5% · Industrials · in SURVYR. Physical AI Grid & Power+47% 1YETN 18.5% · Industrials · in SURVYR. Physical AI Grid & Power-0% 1YMSFT 16.5% · Information Technology+3% 1YMETA 15.5% · Communication Services-14% 1YTSM 14.5% · Technology · in SURVYR. Long Book+45% 1YPWR 13.5% · Industrials · in SURVYR. Physical AI Grid & Power+28% 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