coteauBeta Get App

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, Coteau Long Book, ARK Invest
1-year return (weighted)
+41.7%
SPY +16.4%
Volatility (1 yr)
34%
SPY 13%
Holdings
27
largest 13%
Top 5 weight
41%
diversified

Sector mix

Technology45%
Information Technology31%
Consumer Cyclical7%
Communication Services6%
Financials4%
Unknown3%
Industrials3%
Consumer Discretionary1%

Overlap with Coteau models

Coteau Long Book
Shared: AMD, AMZN, BE, NVDA, TSM
14%Momentum Top 15
Shared: AMD, BE
10%Quality Growth
Shared: NVDA
3%New Highs Growth
Shared: DDOG
1%Momentum Blend
No shared holdings
0%

Holdings

TSM 12.7% · Technology · in Coteau Long Book+48% 1YAMD 7.5% · Information Technology · in Momentum Top 15, Coteau Long Book+132% 1YALAB 7.1% · Technology+84% 1YGTLB 7.0% · Technology+17% 1YAVGO 6.8% · Information Technology-4% 1YAMKR 6.0% · Information Technology+36% 1YFROG 5.5% · Technology+97% 1YMKSI 5.4% · Information Technology+54% 1YCHYM 5.3% · Technology+65% 1YCPNG 4.1% · Consumer Cyclical-56% 1YTOSTTOST 3.8% · Financials-16% 1YRDDT 3.7% · Communication Services-25% 1YNVDA 3.2% · Information Technology · in Quality Growth, Coteau Long Book+23% 1YBE 3.0% · Industrials · in Momentum Top 15, Coteau Long Book+129% 1YASML 2.6% · Technology+58% 1YMELI 2.5% · Consumer Cyclical-11% 1YCLBT 2.3% · Technology-38% 1YSNOW 2.1% · sector n/a+30% 1YMDB 2.0% · Technology+20% 1YGOOGL 1.8% · Communication Services+34% 1YAMZN 1.4% · Consumer Discretionary · in Coteau Long Book+18% 1YDDOG 1.2% · Information Technology · in New Highs Growth+75% 1YDRAMDRAM 1.0% · sector n/a– 1YNXPI 0.8% · Information Technology+11% 1YADIADI 0.5% · Information Technology+67% 1YQNT 0.3% · Technology– 1YGDS 0.3% · Technology-31% 1Y

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

Free. Not investment advice. Unsubscribe anytime.

coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

How it worksDisclaimerTermsPrivacyData statusSend feedback
Beta 0.9 · Oct 21, 2026