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)
+11.9%
SPY +15.8%
Volatility (1 yr)
15%
SPY 13%
Holdings
80
largest 6%
Top 5 weight
22%
diversified
Sector mix
Overlap with Coteau models
Conviction 20
Shared: AMZN, SPCX, TSM
7%New Highs GrowthShared: ROIV
1%Quality GrowthNo shared holdings
0%Momentum Top 15No shared holdings
0%Momentum BlendNo shared holdings
0%Holdings
VV 6.3% · Financials+19% 1Y
TSM 4.3% · Technology · in Conviction 20+44% 1YAPDAPD 4.0% · Materials+22% 1Y
SHW 3.8% · Materials+2% 1Y
FTV 3.5% · Industrials+19% 1Y
META 3.0% · Communication Services-5% 1Y
SCHW 2.8% · Financials-3% 1Y
TMO 2.8% · Health Care+27% 1Y
JPM 2.7% · Financials+13% 1Y
LII 2.6% · Industrials-31% 1Y
AMZN 2.5% · Consumer Discretionary · in Conviction 20+21% 1YRACERACE 2.3% · sector n/a+2% 1Y
CVNA 2.3% · Consumer Discretionary-11% 1YMCDMCD 2.2% · Consumer Discretionary-18% 1Y
BBIO 2.1% · sector n/a+20% 1YBABA 2.0% · Industrials-12% 1Y
MAA 2.0% · Real Estate-7% 1YDISDIS 2.0% · Communication Services+1% 1Y
FDX 1.9% · Industrials+57% 1Y
MSCI 1.9% · Financials+12% 1Y
ADPT 1.8% · sector n/a+37% 1Y
WAT 1.8% · Health Care+29% 1Y
JCI 1.8% · Industrials+35% 1Y
UNP 1.6% · Industrials+29% 1Y
MSFT 1.6% · Information Technology+4% 1Y
SE 1.5% · Consumer Cyclical-51% 1Y
CPT 1.5% · Real Estate+1% 1Y
RRX 1.4% · Industrials+8% 1YBMRNBMRN 1.2% · Health Care+6% 1Y
IBKR 1.2% · Financials+24% 1YDLRDLR 1.2% · Real Estate+4% 1Y
CCL 1.2% · Consumer Discretionary-5% 1Y
GM 1.1% · Consumer Discretionary+34% 1Y
AON 1.1% · Financials-13% 1Y
CVS 1.1% · Health Care+19% 1Y
FDXF 1.0% · Industrials– 1Y
ICE 1.0% · Financials+3% 1Y
MS 1.0% · Financials+14% 1Y
HD 0.9% · Consumer Discretionary-17% 1Y
TIC 0.8% · sector n/a-27% 1YQCOMQCOM 0.8% · Information Technology+7% 1Y
APTV 0.8% · Consumer Discretionary-46% 1Y
RDDT 0.8% · Communication Services-23% 1Y
HAS 0.7% · Consumer Discretionary+51% 1YAVBAVB 0.7% · sector n/a– 1Y
DKS 0.7% · Consumer Discretionary-35% 1Y
SNOW 0.7% · sector n/a+30% 1Y
EQH 0.7% · Financials+16% 1Y
TTWO 0.7% · Communication Services-21% 1Y
TSLA 0.7% · Consumer Discretionary-16% 1Y
ATI 0.6% · Industrials+125% 1Y
ROIV 0.6% · Health Care · in New Highs Growth+97% 1Y
SPCX 0.6% · sector n/a · in Conviction 20– 1Y
AS 0.6% · sector n/a-2% 1Y
MANE 0.5% · sector n/a– 1Y
MDLN 0.5% · Healthcare– 1YBCEBCE 0.5% · sector n/a-11% 1Y
USFD 0.5% · Consumer Staples+35% 1Y
ORKA 0.4% · sector n/a+188% 1Y
NAMS 0.4% · Healthcare-43% 1Y
SION 0.4% · sector n/a-87% 1Y
CB 0.4% · Financials+35% 1Y
PHVS 0.4% · sector n/a+31% 1YUBSUBS 0.3% · sector n/a+26% 1Y
BTSG 0.3% · Health Care+105% 1Y
INBX 0.3% · sector n/a+149% 1Y
NTRA 0.3% · Healthcare+115% 1Y
DB 0.2% · sector n/a-3% 1Y
COF 0.2% · Financials-5% 1Y
CRBG 0.2% · Financials+14% 1Y
SEDG 0.2% · Information Technology-19% 1Y
DMRA 0.2% · sector n/a+119% 1Y
ORIC 0.2% · sector n/a+11% 1Y
BRKR 0.2% · Health Care+47% 1Y
LAB 0.1% · sector n/a-50% 1Y
DNA 0.1% · sector n/a-28% 1Y
CME 0.1% · Financials+15% 1Y
TW 0.1% · sector n/a+10% 1Y
TRVI 0.1% · sector n/a+20% 1Y
INFQ 0.1% · sector n/a– 1Y
TSM 4.3% · Technology · in Conviction 20+44% 1YAPDAPD 4.0% · Materials+22% 1YSHW 3.8% · Materials+2% 1YFTV 3.5% · Industrials+19% 1YMETA 3.0% · Communication Services-5% 1YSCHW 2.8% · Financials-3% 1YTMO 2.8% · Health Care+27% 1YJPM 2.7% · Financials+13% 1YLII 2.6% · Industrials-31% 1YAMZN 2.5% · Consumer Discretionary · in Conviction 20+21% 1YRACERACE 2.3% · sector n/a+2% 1YCVNA 2.3% · Consumer Discretionary-11% 1YMCDMCD 2.2% · Consumer Discretionary-18% 1YBBIO 2.1% · sector n/a+20% 1YBABA 2.0% · Industrials-12% 1YMAA 2.0% · Real Estate-7% 1YDISDIS 2.0% · Communication Services+1% 1YFDX 1.9% · Industrials+57% 1YMSCI 1.9% · Financials+12% 1YADPT 1.8% · sector n/a+37% 1YWAT 1.8% · Health Care+29% 1YJCI 1.8% · Industrials+35% 1YUNP 1.6% · Industrials+29% 1YMSFT 1.6% · Information Technology+4% 1YSE 1.5% · Consumer Cyclical-51% 1YCPT 1.5% · Real Estate+1% 1YRRX 1.4% · Industrials+8% 1YBMRNBMRN 1.2% · Health Care+6% 1YIBKR 1.2% · Financials+24% 1YDLRDLR 1.2% · Real Estate+4% 1YCCL 1.2% · Consumer Discretionary-5% 1YGM 1.1% · Consumer Discretionary+34% 1YAON 1.1% · Financials-13% 1YCVS 1.1% · Health Care+19% 1YFDXF 1.0% · Industrials– 1YICE 1.0% · Financials+3% 1YMS 1.0% · Financials+14% 1YHD 0.9% · Consumer Discretionary-17% 1YTIC 0.8% · sector n/a-27% 1YQCOMQCOM 0.8% · Information Technology+7% 1YAPTV 0.8% · Consumer Discretionary-46% 1YRDDT 0.8% · Communication Services-23% 1YHAS 0.7% · Consumer Discretionary+51% 1YAVBAVB 0.7% · sector n/a– 1YDKS 0.7% · Consumer Discretionary-35% 1YSNOW 0.7% · sector n/a+30% 1YEQH 0.7% · Financials+16% 1YTTWO 0.7% · Communication Services-21% 1YTSLA 0.7% · Consumer Discretionary-16% 1YATI 0.6% · Industrials+125% 1YROIV 0.6% · Health Care · in New Highs Growth+97% 1YSPCX 0.6% · sector n/a · in Conviction 20– 1YAS 0.6% · sector n/a-2% 1YMANE 0.5% · sector n/a– 1YMDLN 0.5% · Healthcare– 1YBCEBCE 0.5% · sector n/a-11% 1YUSFD 0.5% · Consumer Staples+35% 1YORKA 0.4% · sector n/a+188% 1YNAMS 0.4% · Healthcare-43% 1YSION 0.4% · sector n/a-87% 1YCB 0.4% · Financials+35% 1YPHVS 0.4% · sector n/a+31% 1YUBSUBS 0.3% · sector n/a+26% 1YBTSG 0.3% · Health Care+105% 1YINBX 0.3% · sector n/a+149% 1YNTRA 0.3% · Healthcare+115% 1YDB 0.2% · sector n/a-3% 1YCOF 0.2% · Financials-5% 1YCRBG 0.2% · Financials+14% 1YSEDG 0.2% · Information Technology-19% 1YDMRA 0.2% · sector n/a+119% 1YORIC 0.2% · sector n/a+11% 1YBRKR 0.2% · Health Care+47% 1YLAB 0.1% · sector n/a-50% 1YDNA 0.1% · sector n/a-28% 1YCME 0.1% · Financials+15% 1YTW 0.1% · sector n/a+10% 1YTRVI 0.1% · sector n/a+20% 1YINFQ 0.1% · sector n/a– 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.
coteauCoteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.