Portfolio X-ray
Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.
1-year return (weighted)
+133.1%
SPY +16.6%
Volatility (1 yr)
21%
SPY 13%
Holdings
21
largest 5%
Top 5 weight
27%
diversified
Sector mix
Overlap with Coteau models
Momentum Blend
Shared: AAMI, CORT, DELL, DGII, DRH, ECPG, FTNT, HZO, INSW, MATX, MRNA, MSGS, NEO, NHC, OGN, OKTA, PAYC, TGT, UFCS, VLO, ZBRA
100%Momentum Top 15Shared: DELL, MRNA
11%Quality GrowthShared: DELL
5%Holdings
CORT 5.4% · Health Care · in Momentum Blend+42% 1Y
DRH 5.4% · Real Estate · in Momentum Blend+81% 1Y
DELL 5.4% · Information Technology · in Momentum Top 15, Quality Growth, Momentum Blend+208% 1Y
HZO 5.4% · Consumer Discretionary · in Momentum Blend+104% 1Y
FTNT 5.4% · Information Technology · in Momentum Blend+106% 1Y
ZBRA 5.4% · Information Technology · in Momentum Blend+28% 1Y
PAYC 5.4% · Industrials · in Momentum Blend+27% 1Y
NEO 5.4% · Health Care · in Momentum Blend+63% 1Y
MRNA 5.4% · Health Care · in Momentum Top 15, Momentum Blend+772% 1YOKTAOKTA 5.4% · Information Technology · in Momentum Blend+117% 1Y
OGN 5.4% · Health Care · in Momentum Blend+49% 1Y
MSGS 4.7% · Communication Services · in Momentum Blend+83% 1YTGTTGT 4.6% · Consumer Staples · in Momentum Blend+76% 1YUFCSUFCS 4.5% · Financials · in Momentum Blend+86% 1Y
NHC 4.3% · Health Care · in Momentum Blend+99% 1Y
MATX 3.9% · Industrials · in Momentum Blend+148% 1Y
ECPG 3.9% · Financials · in Momentum Blend+143% 1Y
VLO 3.8% · Energy · in Momentum Blend+180% 1Y
AAMI 3.8% · Financials · in Momentum Blend+102% 1Y
INSW 3.6% · Energy · in Momentum Blend+165% 1Y
DGII 3.5% · Information Technology · in Momentum Blend+93% 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.
coteau