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)
-30.2%
SPY +14.2%
Volatility (1 yr)
26%
SPY 13%
Holdings
6
largest 22%
Top 5 weight
88%
concentrated

Sector mix

Consumer Discretionary33%
Health Care33%
Industrials22%
Communication Services12%

Overlap with SURVYR. models

SURVYR. Barbell Momentum & T-Bill Shield
Shared: BSX
5%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. Physical AI Grid & Power
No shared holdings
0%SURVYR. Long Book
No shared holdings
0%

Holdings

UBER 21.5% · Industrials-30% 1YDASH 19.0% · Consumer Discretionary-35% 1YBSX 17.5% · Health Care · in SURVYR. Barbell Momentum & T-Bill Shield-55% 1YISRG 15.5% · Health Care-17% 1YBKNG 14.0% · Consumer Discretionary-25% 1YSPOT 12.5% · Communication Services-11% 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