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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)
+8.1%
SPY +15.8%
Volatility (1 yr)
17%
SPY 13%
Holdings
45
largest 20%
Top 5 weight
39%
diversified

Sector mix

Consumer Discretionary32%
Health Care13%
Industrials12%
Energy11%
Communication Services7%
Financials6%
Consumer Defensive3%
Utilities3%
Healthcare3%
Materials3%
Information Technology3%
Consumer Cyclical2%
Unknown1%
Financial Services1%

Overlap with Coteau models

New Highs Growth
Shared: ROIV
2%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%Conviction 20
No shared holdings
0%

Holdings

GRBK 19.7% · Consumer Discretionary-8% 1YFLRFLR 6.3% · Industrials-6% 1YCNR 4.7% · Energy-4% 1YBHF 4.7% · Financials+2% 1YACHC 3.4% · Health Care+31% 1YPENN 3.3% · Consumer Discretionary-12% 1YFBIN 3.2% · Industrials-18% 1YPCG 2.9% · Utilities-20% 1YCNC 2.8% · Health Care+99% 1YGPK 2.7% · Materials-49% 1YSNX 2.6% · Information Technology+62% 1YTEVA 2.5% · Healthcare+110% 1YVGNT 2.5% · Consumer Discretionary– 1YCPRI 2.3% · Consumer Cyclical-23% 1YBKV 2.2% · Energy+6% 1YDHT 2.2% · Energy+118% 1YCROX 2.1% · Consumer Discretionary+47% 1YROIV 2.0% · Health Care · in New Highs Growth+97% 1YSHC 1.9% · Health Care+7% 1YVSNT 1.8% · Communication Services– 1YPRMB 1.8% · Consumer Defensive-8% 1YDCH 1.7% · Consumer Discretionary-14% 1YPYPL 1.6% · Financials-17% 1YHSIC 1.6% · Health Care+32% 1YLBTYA 1.5% · Communication Services-29% 1YAR 1.4% · Energy+22% 1YSTUB 1.4% · Communication Services-69% 1YREZI 1.4% · Industrials-41% 1YDECK 1.3% · Consumer Discretionary-13% 1YSPB 1.3% · Consumer Defensive+49% 1YCNH 1.2% · Industrials+11% 1YVTRS 1.1% · Health Care+87% 1YSKYDSKYD 1.0% · Communication Services-57% 1YPVH 1.0% · Consumer Discretionary+6% 1YCMCSA 0.9% · Communication Services-15% 1YSLDE 0.8% · Financial Services+83% 1YTRIP 0.8% · Communication Services-43% 1YGLD 0.8% · sector n/a-6% 1YCI 0.6% · Health Care+2% 1YLKFT 0.4% · Healthcare-11% 1YCOYACOYA 0.4% · sector n/a-34% 1YIMVT 0.1% · sector n/a+49% 1YGPRO 0.0% · sector n/a-49% 1YGANX 0.0% · sector n/a-38% 1YNUVB 0.0% · Healthcare+29% 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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