Loading...
Portfolio Diversification
Range
Most Diversified
42 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
13 instruments
Most Consistent Holdings
Top 5
MSFT99.83%
MSI99.83%
SAIA99.83%
MNST72.43%
BRO46.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Motorola (MSI) | 10.51% | 14.74% | 99.83% | - |
| Microsoft (MSFT) | 9.17% | 11.72% | 99.83% | - |
| Saia (SAIA) | 6.63% | 8.55% | 99.83% | - |
| Monster Beverage (MNST) | 4.07% | 0% | 72.43% | 5/27/2025 |
| Brown & Brown (BRO) | 2.32% | 0% | 46.78% | 7/23/2024 |
 Microchip (MCHP) | 1.91% | 0% | 41.77% | 5/23/2024 |
 Greif (GEF) | 1.14% | 0% | 32.25% | 1/29/2024 |
 Mr Cooper (COOP) | 0.97% | 0% | 28.24% | 12/12/2023 |
 AIG (AIG) | 0.88% | 0% | 33.58% | 2/14/2024 |
 Willis Towers Watson (WTW) | 0.79% | 0% | 32.25% | 1/29/2024 |
 Juniper Networks (JNPR) | 0.77% | 0% | 32.25% | 1/29/2024 |
 Aon (AON) | 0.76% | 0% | 32.25% | 1/29/2024 |
 Raytheon (RTX) | 0.75% | 0% | 32.25% | 1/29/2024 |
 ONEOK (OKE) | 0.74% | 0% | 32.25% | 1/29/2024 |
 GLPI (GLPI) | 0.74% | 0% | 32.25% | 1/29/2024 |
 Kimberly-Clark (KMB) | 0.72% | 0% | 32.25% | 1/29/2024 |
 Philip Morris (PM) | 0.72% | 0% | 32.25% | 1/29/2024 |
 Keysight Technologies (KEYS) | 0.7% | 0% | 32.25% | 1/29/2024 |
 Prudential (PRU) | 0.68% | 0% | 32.25% | 1/29/2024 |
 Marsh & McLennan (MRSH) | 0.67% | 0% | 32.25% | 1/29/2024 |
 IQVIA (IQV) | 0.65% | 0% | 32.25% | 1/29/2024 |
 Olin (OLN) | 0.65% | 0% | 32.25% | 1/29/2024 |
 OCI (OCI.NV) | 0.63% | 0% | 18.55% | 8/14/2023 |
 Costco (COST) | 0.59% | 0% | 28.74% | 12/18/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.54% | 0% | 23.48% | 10/16/2023 |
 American Express (AXP) | 0.37% | 0% | 18.55% | 8/14/2023 |
 Evoqua Water Technologies Corp (AQUA) | 0.36% | 0% | 12.11% | 5/29/2023 |
 Independence Realty Trust (IRT) | 0.36% | 0% | 18.55% | 8/14/2023 |
 Travelers (TRV) | 0.34% | 0% | 18.55% | 8/14/2023 |
 Ameriprise (AMP.US) | 0.33% | 0% | 18.55% | 8/14/2023 |
 Lowe's (LOW) | 0.32% | 0% | 18.55% | 8/14/2023 |
 Broadcom (AVGO) | 0.32% | 0% | 11.28% | 5/19/2023 |
 Thermo Fisher (TMO) | 0.31% | 0% | 18.55% | 8/14/2023 |
 Alphabet (GOOG) | 0.31% | 0% | 18.55% | 8/14/2023 |
 MetLife (MET) | 0.3% | 0% | 18.55% | 8/14/2023 |
 UnitedHealth (UNH) | 0.28% | 0% | 18.55% | 8/14/2023 |
 Home Depot (HD) | 0.27% | 0% | 18.55% | 8/14/2023 |
 Charles Schwab (SCHW) | 0.26% | 0% | 18.55% | 8/14/2023 |
 Apple (AAPL) | 0.24% | 0% | 1.34% | 9/26/2023 |
 Accenture (ACN) | 0.23% | 0% | 18.55% | 8/14/2023 |
 Regeneron (REGN) | 0.19% | 0% | 6.6% | 3/23/2023 |
 Arista (ANET) | 0.07% | 0% | 3.59% | 2/14/2023 |
 Hess (HES) | 0.05% | 0% | 1.42% | 1/18/2023 |
 Tesla (TSLA) | 0.04% | 0% | 0.33% | 9/5/2023 |
 GBP/AUD (GBPAUD) | 0.02% | 0% | 0.17% | 9/11/2023 |
 Amazon (AMZN) | 0.02% | 0% | 0.17% | 9/7/2023 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.08% | 9/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 9.97% | 13.66% |
| Motorola (MSI) | 9.41% | 13.26% |
| Saia (SAIA) | 4.69% | 6.49% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.