Loading...
Portfolio Diversification
Range
Most Diversified
14 instruments
October 30, 2025
Least Diversified
0 instruments
January 1, 2024
Average
3 instruments
Most Consistent Holdings
Top 5
META24.6%
AMZN24.49%
DAVE24.49%
CPRT24.49%
JXN24.49%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Dave (DAVE) | 3.71% | 21.81% | 24.49% | - |
| Amazon (AMZN) | 3.51% | 12.51% | 24.49% | - |
 Affirm (AFRM) | 2.48% | 18.53% | 15.12% | - |
| Jackson (JXN) | 1.92% | 7.65% | 24.49% | - |
| Copart (CPRT) | 1.76% | 5.83% | 24.49% | - |
 Wallix Group SA (ALLIX.PA) | 1.51% | 6.32% | 24.27% | - |
| Meta (META) | 1.51% | 5.57% | 24.6% | - |
 PayPal (PYPL) | 1.22% | 3.88% | 24.15% | - |
 Cogent (CCOI) | 1.13% | 4.74% | 18.4% | - |
 TSMC (TSM) | 0.8% | 3.9% | 24.15% | - |
 Progressive (PGR) | 0.79% | 0% | 9.37% | 1/20/2026 |
 Northeast Bank (NBN) | 0.79% | 0% | 10.5% | 1/30/2026 |
 NMI Holdings (NMIH) | 0.5% | 0% | 6.09% | 12/22/2025 |
 Apollo (APO) | 0.43% | 0% | 9.37% | 1/20/2026 |
 Cardano (ADA) | 0.31% | 0.59% | 24.49% | - |
 Evolution (EVO.ST) | 0.21% | 0% | 10.5% | 1/30/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 10.69% | 13.89% |
| Dave (DAVE) | 10.26% | 10.36% |
| Progressive (PGR) | 9.43% | 8.64% |
| Northeast Bank (NBN) | 6.93% | 7.86% |
| Jackson (JXN) | 7.4% | 7.65% |
| Copart (CPRT) | 9.57% | 7.42% |
| Meta (META) | 1.26% | 6.25% |
| Wallix Group SA (ALLIX.PA) | 6.55% | 6.16% |
| Cogent (CCOI) | 7.38% | 6.12% |
| PayPal (PYPL) | 7.12% | 5.53% |
| Apollo (APO) | 6.3% | 4.8% |
| TSMC (TSM) | 1.37% | 2.88% |
| Evolution (EVO.ST) | 3.74% | 1.95% |
| Cardano (ADA) | 2.36% | 1.26% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.