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)
+81.6%
SPY +14.2%
Volatility (1 yr)
50%
SPY 13%
Holdings
6
largest 22%
Top 5 weight
88%
concentrated

Sector mix

Information Technology51%
Technology34%
Communication Services14%

Overlap with SURVYR. models

SURVYR. Long Book
Shared: ANET, MU, NBIS, NVDA, TSM
19%SURVYR. Physical AI Grid & Power
Shared: ANET, NVDA
15%Quality Growth
Shared: MU, NVDA
13%Momentum Top 15
Shared: MU
7%SURVYR. Barbell Momentum & T-Bill Shield
Shared: ANET
5%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

TSM 22.5% · Technology · in SURVYR. Long Book+45% 1YNVDA 20.0% · Information Technology · in Quality Growth, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+16% 1YMU 17.5% · Information Technology · in Quality Growth, Momentum Top 15, SURVYR. Long Book+313% 1YNBIS 14.5% · Communication Services · in SURVYR. Long Book+31% 1YANET 13.5% · Information Technology · in SURVYR. Barbell Momentum & T-Bill Shield, SURVYR. Physical AI Grid & Power, SURVYR. Long Book+15% 1YALAB 12.0% · Technology+57% 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