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)
+15.0%
SPY +15.8%
Volatility (1 yr)
13%
SPY 13%
Holdings
41
largest 7%
Top 5 weight
30%
diversified
Sector mix
Overlap with Coteau models
Momentum Blend
Shared: FTNT, PAYC
4%New Highs GrowthShared: FTNT
4%Conviction 20Shared: TSM
4%Quality GrowthShared: APP, FICO
3%Momentum Top 15No shared holdings
0%Holdings
MARMAR 7.0% · Consumer Discretionary+54% 1YSYKSYK 6.7% · Health Care-19% 1Y
WAT 6.2% · Health Care+29% 1YVV 5.1% · Financials+19% 1YUBERUBER 4.7% · Industrials-26% 1Y
MA 4.7% · Financials+10% 1Y
GOOGL 4.6% · Communication Services+33% 1Y
CHD 4.6% · Consumer Staples+22% 1Y
PG 4.4% · Consumer Staples+8% 1Y
MSFT 4.4% · Information Technology+4% 1Y
META 4.3% · Communication Services-5% 1Y
ADP 4.3% · Industrials+6% 1Y
FTNT 4.1% · Information Technology · in Momentum Blend, New Highs Growth+101% 1Y
TSM 4.0% · Technology · in Conviction 20+44% 1Y
IDXX 3.9% · Health Care-13% 1Y
TXN 3.9% · Information Technology+59% 1Y
PM 3.9% · Consumer Staples+31% 1Y
NFLX 3.7% · Communication Services-45% 1Y
GEV 3.5% · Industrials+50% 1Y
APP 2.6% · Communication Services · in Quality Growth-52% 1YTJXTJX 2.5% · Consumer Discretionary+4% 1Y
NXT 2.5% · Industrials-11% 1Y
VEEV 1.1% · Health Care+11% 1Y
YUM 0.7% · Consumer Discretionary+4% 1Y
MSCI 0.2% · Financials+12% 1Y
MEDP 0.2% · Health Care+14% 1Y
NTNX 0.2% · Information Technology-0% 1Y
BMI 0.2% · Information Technology-30% 1Y
CLX 0.2% · Consumer Staples-23% 1Y
ROL 0.2% · Industrials-40% 1Y
MANH 0.2% · Information Technology+16% 1Y
NSSC 0.2% · Information Technology-15% 1Y
FICO 0.2% · Information Technology · in Quality Growth-51% 1Y
SABR 0.1% · Consumer Discretionary-16% 1Y
IDCC 0.1% · Information Technology-11% 1Y
ORLY 0.1% · Consumer Discretionary-11% 1Y
VRT 0.1% · Industrials+16% 1Y
VRSN 0.1% · Information Technology+16% 1Y
ADMA 0.1% · Health Care-24% 1Y
DOCS 0.1% · Health Care-51% 1Y
PAYC 0.1% · Industrials · in Momentum Blend+32% 1Y
WAT 6.2% · Health Care+29% 1YVV 5.1% · Financials+19% 1YUBERUBER 4.7% · Industrials-26% 1YMA 4.7% · Financials+10% 1YGOOGL 4.6% · Communication Services+33% 1YCHD 4.6% · Consumer Staples+22% 1YPG 4.4% · Consumer Staples+8% 1YMSFT 4.4% · Information Technology+4% 1YMETA 4.3% · Communication Services-5% 1YADP 4.3% · Industrials+6% 1YFTNT 4.1% · Information Technology · in Momentum Blend, New Highs Growth+101% 1YTSM 4.0% · Technology · in Conviction 20+44% 1YIDXX 3.9% · Health Care-13% 1YTXN 3.9% · Information Technology+59% 1YPM 3.9% · Consumer Staples+31% 1YNFLX 3.7% · Communication Services-45% 1YGEV 3.5% · Industrials+50% 1YAPP 2.6% · Communication Services · in Quality Growth-52% 1YTJXTJX 2.5% · Consumer Discretionary+4% 1YNXT 2.5% · Industrials-11% 1YVEEV 1.1% · Health Care+11% 1YYUM 0.7% · Consumer Discretionary+4% 1YMSCI 0.2% · Financials+12% 1YMEDP 0.2% · Health Care+14% 1YNTNX 0.2% · Information Technology-0% 1YBMI 0.2% · Information Technology-30% 1YCLX 0.2% · Consumer Staples-23% 1YROL 0.2% · Industrials-40% 1YMANH 0.2% · Information Technology+16% 1YNSSC 0.2% · Information Technology-15% 1YFICO 0.2% · Information Technology · in Quality Growth-51% 1YSABR 0.1% · Consumer Discretionary-16% 1YIDCC 0.1% · Information Technology-11% 1YORLY 0.1% · Consumer Discretionary-11% 1YVRT 0.1% · Industrials+16% 1YVRSN 0.1% · Information Technology+16% 1YADMA 0.1% · Health Care-24% 1YDOCS 0.1% · Health Care-51% 1YPAYC 0.1% · Industrials · in Momentum Blend+32% 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.