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)
+24.4%
SPY +14.2%
Volatility (1 yr)
25%
SPY 13%
Holdings
6
largest 22%
Top 5 weight
88%
concentrated

Sector mix

Information Technology55%
Industrials20%
Financials14%
Health Care12%

Overlap with SURVYR. models

SURVYR. Physical AI Grid & Power
Shared: ANET, GEV, NVDA
23%SURVYR. Long Book
Shared: ANET, NVDA
9%Quality Growth
Shared: NVDA
7%SURVYR. Barbell Momentum & T-Bill Shield
Shared: ANET
5%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

ANET 21.5% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+15% 1YGEV 19.5% · Industrials · in SURVYR. Physical AI Grid & Power+47% 1YNVDA 17.5% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+16% 1YMSFT 15.5% · Information Technology+3% 1YJPM 13.5% · Financials+13% 1YLLY 12.5% · Health Care+56% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. · Important disclosures

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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