Portfolio Diversification
Range
Most Diversified
37 instruments
February 22, 2025
Least Diversified
0 instruments
April 16, 2024
Average
23.1 instruments
Most Consistent Holdings
Top 5
NVDA96.26%
META93.27%
ZETA89.53%
GS85.29%
STRL.US84.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 13, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 15.43% | 4.17% | 96.26% | - |
| Meta (META) | 7.29% | 6.69% | 93.27% | - |
 Apple (AAPL) | 4.56% | 2.98% | 83.79% | - |
| Goldman Sachs (GS) | 4.3% | 7.71% | 85.29% | - |
 Crowdstrike (CRWD) | 3.6% | 7.02% | 54.36% | - |
 Visa (V) | 3.19% | 7.13% | 73.32% | - |
| Sterling (STRL.US) | 2.72% | 1.82% | 84.04% | - |
| Zeta Global (ZETA) | 2.55% | 0.9% | 89.53% | - |
 Invesco QQQ (QQQ) | 2.45% | 0% | 33.67% | 9/20/2024 |
 Xiaomi (1810.HK) | 2.22% | 4.79% | 44.89% | - |
 JPMorgan (JPM) | 2.1% | 4.44% | 65.34% | - |
 Vistra (VST) | 1.85% | 2.25% | 52.37% | - |
 GigaCloud (GCT) | 1.79% | 0.69% | 82.54% | - |
 Mastercard (MA) | 1.68% | 3.36% | 60.35% | - |
 Emcor (EME) | 1.68% | 2.45% | 54.36% | - |
 Vertiv (VRT) | 1.65% | 0% | 49.38% | 10/15/2024 |
 Oscar Health (OSCR) | 1.55% | 0% | 48.13% | 11/8/2024 |
 Axon (AXON) | 1.45% | 2.42% | 48.88% | - |
 Bank of America (BAC) | 1.22% | 2.83% | 43.14% | - |
 Eli Lilly (LLY) | 1.21% | 5.45% | 30.67% | - |
 Chevron (CVX) | 1.15% | 0% | 33.17% | 9/20/2024 |
 Micron (MU) | 1.13% | 0% | 21.7% | 10/1/2024 |
 Carpenter Technology (CRS) | 1.08% | 2.21% | 46.38% | - |
 NuScale Power (SMR) | 1.01% | 0.63% | 48.38% | - |
 Microsoft (MSFT) | 0.94% | 0% | 16.46% | 11/8/2024 |
 Bioventus (BVS) | 0.93% | 0% | 21.45% | 11/8/2024 |
 UnitedHealth (UNH) | 0.89% | 2.94% | 30.42% | - |
 Hims & Hers (HIMS) | 0.89% | 1.11% | 46.38% | - |
 PepsiCo (PEP) | 0.87% | 0% | 31.42% | 9/20/2024 |
 AST SpaceMobile (ASTS) | 0.8% | 1.65% | 45.89% | - |
 MPC (MPCC.OL) | 0.77% | 0% | 21.95% | 8/5/2024 |
 Broadcom (AVGO) | 0.76% | 0% | 23.44% | 3/6/2025 |
 Grab (GRAB) | 0.76% | 0% | 25.94% | 8/1/2024 |
 TSMC (TSM) | 0.65% | 0% | 8.98% | 4/25/2024 |
 AMD (AMD) | 0.62% | 0% | 2.49% | 3/22/2024 |
 Solana (SOL) | 0.61% | 0% | 13.97% | 6/7/2024 |
 Pfizer (PFE) | 0.6% | 1.91% | 30.67% | - |
 Symbotic (SYM) | 0.56% | 0% | 21.95% | 8/5/2024 |
 ServiceNow (NOW) | 0.56% | 1.67% | 30.67% | - |
 Natera (NTRA) | 0.55% | 1.92% | 30.67% | - |
 GSK (GSK.L) | 0.55% | 0% | 14.21% | 6/28/2024 |
 Citi (C) | 0.54% | 2.05% | 29.18% | - |
 Alibaba (BABA) | 0.53% | 3.53% | 14.21% | - |
 Despegar (DESP) | 0.44% | 0% | 18.95% | 8/5/2024 |
 Modine (MOD) | 0.43% | 0.82% | 35.91% | - |
 Scotiabank (BNS) | 0.42% | 2.05% | 22.94% | - |
 DexCom (DXCM) | 0.42% | 1.63% | 26.43% | - |
 Nu (NU) | 0.4% | 0.87% | 36.16% | - |
 Merck (MRK) | 0.39% | 1.69% | 22.94% | - |
 Interactive Brokers (IBKR) | 0.37% | 1.87% | 22.94% | - |
 Salesforce (CRM) | 0.35% | 0% | 19.7% | 3/6/2025 |
 Fetch.ai (FET) | 0.34% | 0% | 21.95% | 7/5/2024 |
 Near Protocol (NEAR) | 0.32% | 0% | 20.2% | 7/5/2024 |
 Grail Inc (GRAL) | 0.29% | 0.63% | 32.17% | - |
 Cardano (ADA) | 0.28% | 0% | 12.97% | 5/23/2024 |
 Bitcoin (BTC) | 0.26% | 0% | 1% | 3/16/2024 |
 Celsius (CELH) | 0.26% | 0% | 8.73% | 9/19/2024 |
 Dominion Energy (D) | 0.24% | 0% | 8.23% | 6/11/2024 |
 Infineon (IFX.DE) | 0.23% | 1.03% | 18.45% | - |
 Avalanche (AVAX) | 0.18% | 0% | 4.74% | 4/5/2024 |
 Celestia (TIA) | 0.14% | 0% | 6.73% | 5/6/2024 |
 AZEK (AZEK) | 0.12% | 0% | 5.99% | 4/11/2024 |
 Wells Fargo (WFC) | 0.12% | 0% | 5.99% | 11/8/2024 |
 Tesla (TSLA) | 0.12% | 0% | 4.49% | 12/18/2024 |
 Amazon (AMZN) | 0.11% | 0% | 2% | 7/5/2024 |
 Jasmy (JASMY) | 0.11% | 0% | 7.48% | 7/5/2024 |
 Palantir (PLTR) | 0.1% | 0% | 3.99% | 4/3/2024 |
 Tezos (XTZ) | 0.1% | 0% | 3.99% | 4/10/2024 |
 Robinhood (HOOD) | 0.1% | 0% | 4.74% | 5/7/2024 |
 Hedera Hashgraph (HBAR) | 0.09% | 0% | 5.49% | 5/23/2024 |
 Origin Protocol (OGN) | 0.09% | 0% | 3.49% | 4/12/2024 |
 Alpine Immune Sciences Inc (ALPN) | 0.08% | 0% | 5.99% | 4/15/2024 |
 Helium (HNT) | 0.08% | 0% | 5.49% | 5/23/2024 |
 Theta (THETA) | 0.08% | 0% | 5.24% | 4/8/2024 |
 Ocean Protocol (OCEAN) | 0.07% | 0% | 2.99% | 4/30/2024 |
 American Healthcare REIT Inc (AHR) | 0.06% | 0% | 2% | 10/4/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.06% | 0% | 1.5% | 5/7/2024 |
 Konecranes (KCR.HE) | 0.06% | 0% | 3.99% | 11/6/2024 |
 Render Token (RENDER) | 0.05% | 0% | 2.49% | 4/20/2024 |
 Amp (AMP) | 0.05% | 0% | 1.75% | 3/25/2024 |
 RELX (REL.L) | 0.04% | 0% | 3.99% | 11/6/2024 |
 Tencent (0700.HK) | 0.04% | 0% | 2% | 10/29/2024 |
 AbbVie (ABBV) | 0.03% | 0% | 1.25% | 11/11/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.02% | 0% | 0.5% | 5/1/2024 |
 Cosmos (ATOM) | 0.01% | 0% | 1.25% | 5/6/2024 |
 TRON (TRX) | 0.01% | 0% | 0.5% | 4/20/2024 |
 Sei (SEI) | 0.01% | 0% | 0.75% | 11/29/2024 |
 Archer Aviation (ACHR) | 0.01% | 0% | 0.75% | 12/2/2024 |
 XRP (XRP) | 0% | 0% | 0.25% | 4/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 6.72% | 7.12% |
| Meta (META) | 6.95% | 6.65% |
| Goldman Sachs (GS) | 6.45% | 6.5% |
| Xiaomi (1810.HK) | 4.67% | 6.04% |
| Crowdstrike (CRWD) | 6.39% | 5.82% |
| Visa (V) | 4.72% | 4.78% |
| Apple (AAPL) | 3.76% | 3.79% |
| Sterling (STRL.US) | 3.22% | 3.19% |
| Eli Lilly (LLY) | 2.9% | 2.92% |
| Bank of America (BAC) | 2.94% | 2.91% |
| UnitedHealth (UNH) | 2.79% | 2.86% |
| Broadcom (AVGO) | 2.64% | 2.63% |
| Vistra (VST) | 2.59% | 2.61% |
| Emcor (EME) | 2.65% | 2.58% |
| Axon (AXON) | 2.37% | 2.25% |
| Pfizer (PFE) | 1.96% | 2.01% |
| ServiceNow (NOW) | 2.09% | 2% |
| Mastercard (MA) | 1.99% | 1.99% |
| Salesforce (CRM) | 1.97% | 1.9% |
| JPMorgan (JPM) | 1.77% | 1.81% |
| Natera (NTRA) | 1.86% | 1.8% |
| Carpenter Technology (CRS) | 1.58% | 1.61% |
| Hims & Hers (HIMS) | 1.84% | 1.42% |
| Modine (MOD) | 1.22% | 1.1% |
| AST SpaceMobile (ASTS) | 1.13% | 1% |
| GigaCloud (GCT) | 0.93% | 0.88% |
| Zeta Global (ZETA) | 0.99% | 0.85% |
| Grail Inc (GRAL) | 0.92% | 0.69% |