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.
1-year return (weighted)
+19.5%
SPY +15.8%
Volatility (1 yr)
22%
SPY 13%
Holdings
34
largest 10%
Top 5 weight
37%
diversified
Sector mix
Overlap with Coteau models
Momentum Top 15
No shared holdings
0%Quality GrowthNo shared holdings
0%Momentum BlendNo shared holdings
0%Holdings
AMZN 10.4% · Consumer Discretionary+23% 1Y
GOOGL 9.1% · Communication Services+36% 1Y
CRH 5.8% · Materials-28% 1Y
TDS 5.8% · Communication Services-13% 1Y
TSM 5.5% · Technology+44% 1Y
LYV 5.2% · Communication Services+10% 1Y
KEYS 5.1% · Information Technology+107% 1Y
SGI 5.0% · Consumer Discretionary-25% 1Y
XYZ 4.8% · Financials+3% 1Y
NSC 4.7% · Industrials+14% 1Y
FLEX 4.1% · Information Technology+41% 1Y
COF 4.1% · Financials-4% 1Y
HUT 3.8% · Financial Services+41% 1Y
CRS 3.3% · Industrials+59% 1Y
APG 3.0% · Industrials+17% 1Y
MTZ 3.0% · Industrials-5% 1YTDGTDG 2.6% · Industrials-10% 1Y
DHR 2.6% · Health Care+8% 1Y
UNP 2.4% · Industrials+30% 1Y
TTMI 2.3% · Information Technology+73% 1YPFGCPFGC 1.9% · Consumer Staples-5% 1Y
ASML 1.5% · sector n/a+61% 1Y
SYY 1.2% · Consumer Staples+5% 1Y
ARES 1.0% · Financials-17% 1Y
SPCX 0.8% · sector n/a– 1Y
SRTA 0.7% · sector n/a-9% 1Y
SPRY 0.2% · sector n/a-58% 1Y
AUR 0.2% · Consumer Cyclical-4% 1Y
FLYX 0.1% · Industrials-70% 1Y
BLCO 0.0% · sector n/a+11% 1Y
CORZ 0.0% · sector n/a-28% 1Y
EROC 0.0% · sector n/a– 1Y
APLD 0.0% · Technology-44% 1Y
WOLF 0.0% · Technology-22% 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.
coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.